+91.4%
USO vs RDW
+24.9%
+66.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | 0.0% |
| 7D | +9.5% | -3.1% | +12.6% | +9.4% |
| 30D | +23.6% | -1.8% | +25.3% | +23.5% |
| 3M | +3.8% | -50.9% | +54.7% | +2.7% |
| 6M | +55.0% | +13.5% | +41.6% | +55.3% |
| YTD | +105.3% | +38.6% | +66.7% | +102.9% |
| 1Y | +91.4% | +28.3% | +63.1% | +90.5% |
| All | +91.4% | +24.9% | +66.5% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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