+417.4%
WDC vs USO
+92.2%
+325.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.8% |
| 7D | +1.7% | +9.5% | -7.7% | +3.7% |
| 30D | -10.0% | +23.6% | -33.5% | -5.7% |
| 3M | -18.8% | +3.8% | -22.6% | -18.5% |
| 6M | +79.0% | +55.0% | +24.0% | +108.8% |
| YTD | +171.6% | +105.3% | +66.3% | +228.5% |
| 1Y | +417.4% | +91.4% | +326.0% | +521.5% |
| All | +417.4% | +92.2% | +325.2% | +521.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling