+104.3%
USO vs WMB
+35.6%
+68.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.0% |
| 7D | +6.2% | 0.0% | +6.3% | +6.2% |
| 30D | +19.1% | +4.6% | +14.5% | +17.3% |
| 3M | +14.2% | +5.7% | +8.5% | +12.3% |
| 6M | +43.7% | +4.2% | +39.6% | +43.0% |
| YTD | +116.8% | +26.8% | +90.0% | +104.8% |
| 1Y | +104.3% | +34.7% | +69.7% | +89.4% |
| All | +104.3% | +35.6% | +68.8% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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