+102.2%
USO vs DRI
+34.0%
+68.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.1% | -13.2% | -6.1% |
| 7D | -12.7% | +6.5% | -19.2% | -10.4% |
| 30D | +1.0% | +16.4% | -15.4% | +6.9% |
| 3M | +25.6% | +13.6% | +11.9% | +32.6% |
| 6M | -1.5% | +22.0% | -23.5% | +8.1% |
| YTD | +110.3% | +29.3% | +81.0% | +133.7% |
| 1Y | +102.2% | +32.0% | +70.1% | +127.1% |
| All | +102.2% | +34.0% | +68.2% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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