-30.5%
WDAY vs USO
+206.1%
-236.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -0.2% |
| 7D | -7.4% | +6.2% | -13.6% | -7.6% |
| 30D | +1.0% | +19.1% | -18.1% | +0.3% |
| 3M | +32.7% | +14.2% | +18.5% | +31.8% |
| 6M | +25.6% | +43.7% | -18.2% | +23.0% |
| YTD | -13.4% | +116.8% | -130.2% | -17.3% |
| 1Y | -19.4% | +104.3% | -123.7% | -22.8% |
| 3Y | -25.8% | +91.5% | -117.3% | -29.2% |
| All | -30.5% | +206.1% | -236.5% | -40.5% |
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