+236.7%
INTU vs USO
+87.0%
+149.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.5% |
| 7D | +0.1% | -1.9% | +2.0% | +0.2% |
| 30D | +10.1% | -5.2% | +15.3% | +10.5% |
| 3M | -4.2% | +16.4% | -20.6% | -6.0% |
| 6M | -7.2% | +2.5% | -9.7% | -8.1% |
| YTD | -47.7% | +110.5% | -158.2% | -52.4% |
| 1Y | -46.7% | +108.4% | -155.1% | -51.5% |
| 3Y | -34.1% | +99.6% | -133.7% | -40.3% |
| 5Y | -43.3% | +160.1% | -203.3% | -51.7% |
| All | +236.7% | +87.0% | +149.7% | +215.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling