+27.8%
INTC vs USO
+162.8%
-135.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +6.0% | -1.9% | +7.9% | +6.0% |
| 30D | -39.2% | -5.2% | -34.0% | -39.2% |
| 3M | -42.9% | +16.4% | -59.4% | -42.9% |
| 6M | -50.4% | +2.5% | -52.9% | -50.2% |
| YTD | +61.7% | +110.5% | -48.8% | +50.1% |
| 1Y | +66.1% | +108.4% | -42.3% | +54.4% |
| 3Y | +58.1% | +99.6% | -41.5% | +45.9% |
| All | +27.8% | +162.8% | -135.0% | +6.6% |
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 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