+1,353.5%
INTU vs USO
-74.1%
+1,427.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | -1.2% | -10.6% | +9.3% | +0.2% |
| 30D | +12.4% | -4.6% | +17.0% | +12.9% |
| 3M | +2.3% | +12.3% | -10.1% | +0.1% |
| 6M | -13.3% | +5.9% | -19.2% | -14.8% |
| YTD | -47.9% | +104.5% | -152.4% | -53.9% |
| 1Y | -47.2% | +97.3% | -144.5% | -53.0% |
| 3Y | -33.9% | +97.0% | -130.9% | -42.0% |
| 5Y | -41.3% | +151.2% | -192.5% | -51.8% |
| 10Y | +237.9% | +76.1% | +161.8% | +178.7% |
| All | +1,353.5% | -74.1% | +1,427.6% | +1,344.0% |
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