+213.1%
USO vs WU
-51.3%
+264.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.2% |
| 7D | +9.1% | -3.5% | +12.6% | +9.2% |
| 30D | +21.7% | -2.9% | +24.6% | +21.7% |
| 3M | +20.2% | -2.3% | +22.5% | +20.0% |
| 6M | +43.4% | -25.4% | +68.7% | +45.4% |
| YTD | +124.0% | -21.2% | +145.2% | +126.0% |
| 1Y | +112.2% | -8.9% | +121.1% | +111.0% |
| 3Y | +97.7% | -29.0% | +126.6% | +99.4% |
| All | +213.1% | -51.3% | +264.4% | +234.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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