+128.3%
WFC vs USO
+213.6%
-85.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +1.8% |
| 7D | +0.4% | +6.2% | -5.8% | +0.1% |
| 30D | +2.5% | +19.1% | -16.6% | +1.3% |
| 3M | +10.0% | +14.2% | -4.2% | +8.9% |
| 6M | +15.1% | +43.7% | -28.7% | +10.2% |
| YTD | -2.2% | +116.8% | -119.0% | -11.5% |
| 1Y | +13.5% | +104.3% | -90.9% | +3.4% |
| 3Y | +135.2% | +91.5% | +43.7% | +113.8% |
| 5Y | +128.3% | +214.1% | -85.7% | +60.8% |
| All | +128.3% | +213.6% | -85.3% | +60.8% |
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