+91.4%
USO vs DOW
+30.0%
+61.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +1.4% |
| 7D | +9.5% | -2.4% | +11.8% | +10.6% |
| 30D | +23.6% | +0.4% | +23.2% | +23.3% |
| 3M | +3.8% | -14.4% | +18.2% | +10.7% |
| 6M | +55.0% | -7.0% | +62.0% | +67.7% |
| YTD | +105.3% | +30.2% | +75.1% | +113.0% |
| 1Y | +91.4% | +29.2% | +62.2% | +92.1% |
| All | +91.4% | +30.0% | +61.4% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling