+102.2%
USO vs GWW
+55.5%
+46.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.5% | -14.6% | -6.6% |
| 7D | -12.7% | +11.1% | -23.8% | -10.8% |
| 30D | +1.0% | +15.7% | -14.8% | +3.7% |
| 3M | +25.6% | +14.8% | +10.8% | +28.6% |
| 6M | -1.5% | +30.9% | -32.4% | +5.6% |
| YTD | +110.3% | +48.5% | +61.8% | +127.1% |
| 1Y | +102.2% | +57.1% | +45.1% | +122.9% |
| All | +102.2% | +55.5% | +46.7% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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