+94.0%
USO vs WM
+46.5%
+47.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.2% |
| 7D | -2.7% | +0.8% | -3.5% | -2.8% |
| 30D | -6.3% | +13.8% | -20.1% | -8.4% |
| 3M | +10.9% | +6.4% | +4.5% | +9.7% |
| 6M | +2.0% | +13.2% | -11.2% | -0.2% |
| YTD | +104.6% | +10.8% | +93.8% | +102.0% |
| 1Y | +94.5% | +20.2% | +74.4% | +91.9% |
| All | +94.0% | +46.5% | +47.6% | +117.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling