+84.4%
USO vs WEC
+197.9%
-113.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.3% |
| 7D | -1.9% | +2.3% | -4.2% | -1.9% |
| 30D | -5.2% | +11.1% | -16.3% | -5.4% |
| 3M | +16.4% | +8.4% | +8.0% | +16.3% |
| 6M | +2.5% | +7.5% | -5.0% | +2.3% |
| YTD | +110.5% | +15.3% | +95.2% | +109.7% |
| 1Y | +108.4% | +9.7% | +98.7% | +107.9% |
| 3Y | +99.6% | +64.7% | +35.0% | +95.5% |
| 5Y | +160.1% | +57.3% | +102.8% | +155.6% |
| All | +84.4% | +197.9% | -113.6% | +103.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling