+86.5%
USO vs WEC
+42.2%
+44.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +3.0% |
| 7D | +3.6% | +0.8% | +2.8% | +3.7% |
| 30D | +23.8% | +0.3% | +23.4% | +23.9% |
| 3M | +8.1% | -2.9% | +11.0% | +7.8% |
| 6M | +34.3% | -5.9% | +40.2% | +33.4% |
| YTD | +111.1% | +4.1% | +107.0% | +112.6% |
| 1Y | +99.9% | +3.1% | +96.8% | +101.2% |
| 3Y | +86.5% | +40.8% | +45.7% | +93.1% |
| All | +86.5% | +42.2% | +44.3% | +93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling