-73.9%
USO vs WEC
+923.9%
-997.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +9.5% | -0.3% | +9.7% | +9.5% |
| 30D | +23.6% | -1.3% | +24.9% | +23.8% |
| 3M | +3.8% | -3.9% | +7.7% | +4.4% |
| 6M | +55.0% | -8.3% | +63.4% | +57.0% |
| YTD | +105.3% | +3.1% | +102.2% | +103.7% |
| 1Y | +91.4% | +1.9% | +89.4% | +90.2% |
| 3Y | +84.6% | +41.9% | +42.6% | +70.9% |
| 5Y | +191.7% | +30.8% | +161.0% | +172.5% |
| 10Y | +73.3% | +141.9% | -68.6% | +29.5% |
| All | -73.9% | +923.9% | -997.9% | -88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling