+82.0%
USO vs WEC
+146.6%
-64.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +9.1% | -0.6% | +9.7% | +9.1% |
| 30D | +21.7% | -2.6% | +24.3% | +21.7% |
| 3M | +20.2% | -6.0% | +26.3% | +20.4% |
| 6M | +43.4% | -5.4% | +48.8% | +43.5% |
| YTD | +124.0% | +2.5% | +121.5% | +123.7% |
| 1Y | +112.2% | -0.7% | +112.9% | +112.1% |
| 3Y | +97.7% | +38.7% | +58.9% | +94.8% |
| 5Y | +217.4% | +31.7% | +185.8% | +213.5% |
| All | +82.0% | +146.6% | -64.6% | +90.7% |
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