+143.5%
WBD vs USO
+100.7%
+42.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.6% | -4.6% | +0.4% |
| 7D | -0.6% | +11.5% | -12.1% | -1.9% |
| 30D | +4.2% | +24.1% | -19.9% | +1.4% |
| 3M | +7.5% | +17.9% | -10.4% | +5.1% |
| 6M | +1.6% | +49.6% | -48.0% | -6.2% |
| YTD | -2.2% | +129.0% | -131.2% | -19.3% |
| 1Y | +124.9% | +112.0% | +12.9% | +88.9% |
| All | +143.5% | +100.7% | +42.9% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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