+45.2%
NU vs USO
+188.8%
-143.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.7% | -4.9% | -2.2% |
| 7D | -2.6% | +6.2% | -8.8% | -2.7% |
| 30D | +8.2% | +19.1% | -10.9% | +7.8% |
| 3M | +26.3% | +14.2% | +12.0% | +26.0% |
| 6M | +2.2% | +43.7% | -41.5% | -1.9% |
| YTD | -10.4% | +116.8% | -127.2% | -19.7% |
| 1Y | -3.0% | +104.3% | -107.3% | -12.4% |
| 3Y | +120.3% | +91.5% | +28.7% | +97.8% |
| All | +45.2% | +188.8% | -143.6% | -30.8% |
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