+214.1%
USO vs WEC
+30.7%
+183.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.7% |
| 7D | +6.2% | +0.4% | +5.9% | +6.2% |
| 30D | +19.1% | +0.9% | +18.2% | +19.1% |
| 3M | +14.2% | -5.3% | +19.5% | +14.3% |
| 6M | +43.7% | -6.6% | +50.3% | +43.9% |
| YTD | +116.8% | +3.3% | +113.6% | +116.5% |
| 1Y | +104.3% | +2.1% | +102.3% | +104.1% |
| 3Y | +91.5% | +39.6% | +52.0% | +87.0% |
| 5Y | +214.1% | +31.2% | +182.9% | +191.0% |
| All | +214.1% | +30.7% | +183.4% | +191.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling