-40.7%
INTU vs USO
+86.9%
-127.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.9% | -7.0% | -4.3% |
| 7D | -7.5% | +3.6% | -11.1% | -7.7% |
| 30D | -1.9% | +23.8% | -25.7% | -3.1% |
| 3M | +4.9% | +8.1% | -3.2% | +4.2% |
| 6M | -33.2% | +34.3% | -67.5% | -34.2% |
| YTD | -51.4% | +111.1% | -162.5% | -53.2% |
| 1Y | -52.0% | +99.9% | -151.9% | -53.6% |
| 3Y | -40.7% | +86.5% | -127.2% | -44.5% |
| All | -40.7% | +86.9% | -127.6% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling