+102.2%
USO vs DOW
+50.2%
+51.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.2% | -4.8% | -6.2% |
| 7D | -12.7% | -4.2% | -8.5% | -10.4% |
| 30D | +1.0% | +14.7% | -13.7% | -6.6% |
| 3M | +25.6% | +9.1% | +16.5% | +19.4% |
| 6M | -1.5% | -17.7% | +16.2% | +6.9% |
| YTD | +110.3% | +44.6% | +65.6% | +111.7% |
| 1Y | +102.2% | +51.9% | +50.3% | +102.9% |
| All | +102.2% | +50.2% | +51.9% | +102.9% |
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