+112.0%
USO vs SHW
-10.7%
+122.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.0% | +6.6% | +4.6% |
| 7D | +11.5% | -4.5% | +15.9% | +6.8% |
| 30D | +24.1% | -12.7% | +36.8% | +9.5% |
| 3M | +17.9% | +4.7% | +13.2% | +25.7% |
| 6M | +49.6% | -3.4% | +53.0% | +56.0% |
| YTD | +129.0% | -1.3% | +130.3% | +139.3% |
| 1Y | +112.0% | -10.4% | +122.3% | +111.6% |
| All | +112.0% | -10.7% | +122.7% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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