+112.0%
USO vs W
+13.1%
+98.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.7% | +8.3% | +4.9% |
| 7D | +11.5% | +0.5% | +11.0% | +11.7% |
| 30D | +24.1% | -5.6% | +29.7% | +22.6% |
| 3M | +17.9% | +41.9% | -24.0% | +32.4% |
| 6M | +49.6% | +30.2% | +19.4% | +69.3% |
| YTD | +129.0% | -2.9% | +132.0% | +156.0% |
| 1Y | +112.0% | +11.6% | +100.4% | +135.2% |
| All | +112.0% | +13.1% | +98.9% | +135.2% |
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