+86.5%
USO vs DPZ
-10.0%
+96.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.5% | +2.8% |
| 7D | +3.6% | -1.5% | +5.0% | +3.5% |
| 30D | +23.8% | -4.4% | +28.2% | +23.7% |
| 3M | +8.1% | +7.6% | +0.4% | +7.9% |
| 6M | +34.3% | -16.9% | +51.2% | +35.4% |
| YTD | +111.1% | -18.6% | +129.8% | +112.9% |
| 1Y | +99.9% | -26.7% | +126.6% | +102.7% |
| 3Y | +86.5% | -9.3% | +95.8% | +94.2% |
| All | +86.5% | -10.0% | +96.5% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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