+91.4%
USO vs WAB
+48.2%
+43.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | +0.2% |
| 7D | +9.5% | -3.2% | +12.7% | +8.0% |
| 30D | +23.6% | -4.4% | +28.0% | +21.3% |
| 3M | +3.8% | +7.9% | -4.0% | +8.3% |
| 6M | +55.0% | +8.7% | +46.3% | +70.3% |
| YTD | +105.3% | +33.0% | +72.3% | +120.6% |
| 1Y | +91.4% | +46.7% | +44.7% | +105.7% |
| All | +91.4% | +48.2% | +43.2% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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