+91.4%
USO vs WCN
-8.7%
+100.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +9.5% | -0.6% | +10.1% | +9.6% |
| 30D | +23.6% | +0.4% | +23.1% | +23.5% |
| 3M | +3.8% | +7.3% | -3.5% | +2.5% |
| 6M | +55.0% | -2.5% | +57.5% | +53.9% |
| YTD | +105.3% | -5.4% | +110.6% | +103.5% |
| 1Y | +91.4% | -8.5% | +99.8% | +85.9% |
| All | +91.4% | -8.7% | +100.1% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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