+1,313.9%
INTU vs USO
-74.0%
+1,387.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -7.1% | +9.5% | -16.5% | -8.3% |
| 30D | +1.5% | +23.6% | -22.1% | -1.6% |
| 3M | +10.7% | +3.8% | +6.8% | +9.5% |
| 6M | -23.8% | +55.0% | -78.9% | -29.4% |
| YTD | -49.3% | +105.3% | -154.6% | -55.0% |
| 1Y | -49.7% | +91.4% | -141.0% | -54.9% |
| 3Y | -38.0% | +84.6% | -122.6% | -45.0% |
| 5Y | -38.7% | +191.7% | -230.5% | -50.8% |
| 10Y | +221.3% | +73.3% | +148.0% | +166.3% |
| All | +1,313.9% | -74.0% | +1,387.9% | +1,309.1% |
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