+740.8%
INTC vs USO
-74.0%
+814.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +7.1% | +9.5% | -2.4% | +5.5% |
| 30D | -5.2% | +23.6% | -28.8% | -8.6% |
| 3M | -14.3% | +3.8% | -18.1% | -15.4% |
| 6M | +110.2% | +55.0% | +55.1% | +88.6% |
| YTD | +159.6% | +105.3% | +54.4% | +119.8% |
| 1Y | +289.3% | +91.4% | +197.9% | +233.7% |
| 3Y | +166.1% | +84.6% | +81.5% | +126.0% |
| 5Y | +94.4% | +191.7% | -97.4% | +45.7% |
| 10Y | +227.7% | +73.3% | +154.4% | +156.7% |
| All | +740.8% | -74.0% | +814.8% | +769.1% |
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