+1,352.4%
INTU vs USO
-73.2%
+1,425.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -1.2% |
| 7D | -4.1% | -1.4% | -2.7% | -4.0% |
| 30D | +12.8% | -4.6% | +17.4% | +13.3% |
| 3M | +2.1% | +14.7% | -12.6% | -0.3% |
| 6M | -11.5% | +1.2% | -12.7% | -12.4% |
| YTD | -47.9% | +111.2% | -159.1% | -54.1% |
| 1Y | -47.7% | +109.3% | -157.0% | -53.9% |
| 3Y | -34.0% | +103.5% | -137.4% | -42.3% |
| 5Y | -43.5% | +160.9% | -204.5% | -53.9% |
| 10Y | +231.1% | +86.9% | +144.2% | +170.6% |
| All | +1,352.4% | -73.2% | +1,425.6% | +1,336.4% |
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