+91.4%
USO vs WWD
+167.9%
-76.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.6% |
| 7D | +6.2% | +0.6% | +5.6% | +6.3% |
| 30D | +19.1% | -5.1% | +24.2% | +18.5% |
| 3M | +14.2% | -11.2% | +25.5% | +13.0% |
| 6M | +43.7% | -12.0% | +55.8% | +43.0% |
| YTD | +116.8% | +12.0% | +104.9% | +109.3% |
| 1Y | +104.3% | +42.8% | +61.5% | +90.7% |
| All | +91.4% | +167.9% | -76.6% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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