+3.6%
WBD vs USO
+213.6%
-209.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.3% |
| 7D | -0.7% | +9.1% | -9.9% | -1.7% |
| 30D | +1.4% | +21.7% | -20.3% | -0.9% |
| 3M | +4.4% | +20.2% | -15.8% | +1.9% |
| 6M | +0.8% | +43.4% | -42.5% | -5.1% |
| YTD | -2.7% | +124.0% | -126.7% | -15.3% |
| 1Y | +73.4% | +112.2% | -38.8% | +52.3% |
| 3Y | +142.1% | +97.7% | +44.5% | +110.5% |
| All | +3.6% | +213.6% | -209.9% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling