+95.7%
QQQ vs USO
+213.6%
-117.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +0.9% |
| 7D | -0.6% | +9.1% | -9.7% | -0.7% |
| 30D | -1.2% | +21.7% | -22.9% | -1.6% |
| 3M | -0.2% | +20.2% | -20.4% | -0.6% |
| 6M | +17.9% | +43.4% | -25.4% | +15.7% |
| YTD | +16.6% | +124.0% | -107.3% | +10.3% |
| 1Y | +23.0% | +112.2% | -89.2% | +16.8% |
| 3Y | +92.9% | +97.7% | -4.7% | +82.5% |
| All | +95.7% | +213.6% | -117.8% | +63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling