+207.3%
USO vs DOW
-36.5%
+243.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.9% |
| 7D | +6.2% | -6.0% | +12.3% | +8.7% |
| 30D | +19.1% | -2.7% | +21.8% | +20.3% |
| 3M | +14.2% | -10.5% | +24.7% | +18.9% |
| 6M | +43.7% | -12.4% | +56.2% | +52.6% |
| YTD | +116.8% | +30.0% | +86.8% | +104.5% |
| 1Y | +104.3% | +27.8% | +76.5% | +92.1% |
| 3Y | +91.5% | -34.9% | +126.5% | +125.0% |
| All | +207.3% | -36.5% | +243.8% | +252.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling