+102.2%
USO vs WEC
+9.7%
+92.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.3% | -10.4% | -7.8% |
| 7D | -12.7% | +6.9% | -19.6% | -12.3% |
| 30D | +1.0% | +16.6% | -15.6% | +1.9% |
| 3M | +25.6% | +9.1% | +16.5% | +26.5% |
| 6M | -1.5% | +3.2% | -4.7% | +0.2% |
| YTD | +110.3% | +14.9% | +95.4% | +104.8% |
| 1Y | +102.2% | +9.2% | +93.0% | +100.0% |
| All | +102.2% | +9.7% | +92.5% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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