+209.1%
INTU vs USO
+90.4%
+118.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.6% | -6.0% | -0.9% |
| 7D | -9.2% | +11.5% | -20.6% | -10.2% |
| 30D | -7.0% | +24.1% | -31.1% | -9.2% |
| 3M | +10.5% | +17.9% | -7.4% | +8.2% |
| 6M | -30.6% | +49.6% | -80.2% | -34.1% |
| YTD | -52.3% | +129.0% | -181.3% | -56.9% |
| 1Y | -51.8% | +112.0% | -163.8% | -56.1% |
| 3Y | -41.8% | +102.3% | -144.1% | -47.3% |
| 5Y | -42.8% | +224.5% | -267.4% | -52.5% |
| All | +209.1% | +90.4% | +118.7% | +179.6% |
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 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