+305.6%
WBD vs USO
-72.5%
+378.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.3% |
| 7D | -1.7% | +6.2% | -7.9% | -2.9% |
| 30D | +3.9% | +19.1% | -15.2% | +0.2% |
| 3M | +5.1% | +14.2% | -9.1% | +1.6% |
| 6M | +0.6% | +43.7% | -43.2% | -8.6% |
| YTD | -3.2% | +116.8% | -120.0% | -19.9% |
| 1Y | +127.7% | +104.3% | +23.3% | +90.4% |
| 3Y | +146.6% | +91.5% | +55.0% | +106.3% |
| 5Y | +4.2% | +214.1% | -209.9% | -24.5% |
| 10Y | +13.7% | +77.0% | -63.3% | -13.4% |
| All | +305.6% | -72.5% | +378.1% | +336.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling