+102.2%
USO vs W
+21.5%
+80.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +11.0% | -19.1% | -4.7% |
| 7D | -12.7% | +8.4% | -21.1% | -10.1% |
| 30D | +1.0% | +16.5% | -15.5% | +6.3% |
| 3M | +25.6% | +6.4% | +19.1% | +30.0% |
| 6M | -1.5% | +90.5% | -92.0% | +26.0% |
| YTD | +110.3% | +23.1% | +87.2% | +161.7% |
| 1Y | +102.2% | +24.3% | +77.9% | +152.7% |
| All | +102.2% | +21.5% | +80.7% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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