+99.6%
USO vs DOW
-20.1%
+119.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.9% | +5.2% | -7.1% | -3.6% |
| 30D | -5.2% | +13.2% | -18.4% | -9.1% |
| 3M | +16.4% | +10.1% | +6.3% | +12.6% |
| 6M | +2.5% | -13.1% | +15.6% | +6.2% |
| YTD | +110.5% | +46.1% | +64.4% | +98.4% |
| 1Y | +108.4% | +50.0% | +58.4% | +95.2% |
| 3Y | +99.6% | -20.2% | +119.9% | +102.2% |
| All | +99.6% | -20.1% | +119.7% | +102.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling