+2,366.6%
WDC vs USO
-73.3%
+2,439.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.9% |
| 7D | +12.1% | -1.9% | +14.0% | +12.5% |
| 30D | -18.8% | -5.2% | -13.6% | -18.0% |
| 3M | -39.3% | +16.4% | -55.7% | -42.2% |
| 6M | -40.1% | +2.5% | -42.6% | -41.7% |
| YTD | +71.8% | +110.5% | -38.7% | +31.7% |
| 1Y | +88.5% | +108.4% | -19.9% | +44.7% |
| 3Y | +770.0% | +99.6% | +670.3% | +563.2% |
| 5Y | +549.0% | +160.1% | +389.0% | +331.9% |
| 10Y | +650.3% | +86.3% | +564.0% | +409.6% |
| All | +2,366.6% | -73.3% | +2,439.9% | +2,538.2% |
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