+213.1%
USO vs WY
-22.2%
+235.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | +9.1% | -4.2% | +13.3% | +9.3% |
| 30D | +21.7% | -10.1% | +31.8% | +22.2% |
| 3M | +20.2% | -8.5% | +28.7% | +20.6% |
| 6M | +43.4% | -3.3% | +46.7% | +42.6% |
| YTD | +124.0% | -4.4% | +128.4% | +122.5% |
| 1Y | +112.2% | -11.5% | +123.7% | +113.0% |
| 3Y | +97.7% | -24.3% | +122.0% | +100.9% |
| All | +213.1% | -22.2% | +235.3% | +200.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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