+99.0%
USO vs WM
+20.0%
+79.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -3.9% |
| 7D | -9.1% | -0.5% | -8.6% | -8.9% |
| 30D | -3.7% | +13.3% | -17.0% | -9.0% |
| 3M | +20.9% | +4.4% | +16.5% | +18.8% |
| 6M | +6.8% | +10.8% | -4.0% | +0.4% |
| YTD | +106.3% | +9.1% | +97.2% | +101.4% |
| All | +99.0% | +20.0% | +79.1% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling