+46.0%
USO vs DOW
-15.4%
+61.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.4% | +2.7% |
| 7D | +3.6% | -2.9% | +6.5% | +4.7% |
| 30D | +23.8% | +2.0% | +21.8% | +22.8% |
| 3M | +8.1% | -12.5% | +20.6% | +14.0% |
| 6M | +34.3% | -9.2% | +43.5% | +40.8% |
| YTD | +111.1% | +30.8% | +80.4% | +92.7% |
| 1Y | +99.9% | +29.4% | +70.5% | +81.0% |
| 3Y | +86.5% | -34.6% | +121.1% | +113.2% |
| 5Y | +200.5% | -35.9% | +236.5% | +241.1% |
| All | +46.0% | -15.4% | +61.5% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling