+957.1%
WDC vs USO
+223.2%
+733.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.6% | -10.0% | -4.7% |
| 7D | +4.4% | +11.5% | -7.0% | +3.9% |
| 30D | +5.3% | +24.1% | -18.8% | +4.2% |
| 3M | -5.9% | +17.9% | -23.8% | -6.8% |
| 6M | +73.2% | +49.6% | +23.6% | +66.6% |
| YTD | +167.8% | +129.0% | +38.8% | +141.1% |
| 1Y | +386.0% | +112.0% | +274.0% | +342.2% |
| 3Y | +1,309.7% | +102.3% | +1,207.4% | +1,176.8% |
| 5Y | +957.1% | +224.5% | +732.5% | +637.7% |
| All | +957.1% | +223.2% | +733.9% | +637.7% |
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