-33.5%
WDAY vs USO
+162.8%
-196.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.4% | +3.1% |
| 7D | +1.8% | -1.9% | +3.7% | +1.9% |
| 30D | +4.1% | -5.2% | +9.3% | +4.2% |
| 3M | -4.8% | +16.4% | -21.3% | -5.5% |
| 6M | +68.6% | +2.5% | +66.1% | +68.4% |
| YTD | -8.5% | +110.5% | -119.0% | -12.7% |
| 1Y | -12.1% | +108.4% | -120.5% | -16.1% |
| 3Y | -13.2% | +99.6% | -112.8% | -17.6% |
| All | -33.5% | +162.8% | -196.4% | -43.6% |
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 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