+200.5%
USO vs WMB
+282.7%
-82.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +1.7% |
| 7D | +3.6% | +0.8% | +2.8% | +3.1% |
| 30D | +23.8% | +7.7% | +16.1% | +18.7% |
| 3M | +8.1% | +6.7% | +1.3% | +4.0% |
| 6M | +34.3% | +3.6% | +30.6% | +31.0% |
| YTD | +111.1% | +28.0% | +83.2% | +82.8% |
| 1Y | +99.9% | +37.6% | +62.3% | +64.8% |
| 3Y | +86.5% | +149.0% | -62.5% | -4.1% |
| 5Y | +200.5% | +285.3% | -84.8% | +7.1% |
| All | +200.5% | +282.7% | -82.1% | +7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling