+944.5%
WMT vs USO
-72.5%
+1,017.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.3% |
| 7D | -0.2% | +6.2% | -6.5% | -0.5% |
| 30D | -5.8% | +19.1% | -24.9% | -6.5% |
| 3M | -10.8% | +14.2% | -25.0% | -11.4% |
| 6M | -14.3% | +43.7% | -58.1% | -16.0% |
| YTD | -4.4% | +116.8% | -121.2% | -8.0% |
| 1Y | +4.3% | +104.3% | -100.0% | +0.6% |
| 3Y | +100.1% | +91.5% | +8.5% | +92.7% |
| 5Y | +130.8% | +214.1% | -83.2% | +115.9% |
| 10Y | +433.7% | +77.0% | +356.7% | +405.3% |
| All | +944.5% | -72.5% | +1,017.0% | +885.6% |
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 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