+1,883.7%
QQQ vs USO
-72.5%
+1,956.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -0.7% |
| 7D | +1.0% | +6.2% | -5.3% | +0.1% |
| 30D | -0.6% | +19.1% | -19.7% | -3.3% |
| 3M | +1.3% | +14.2% | -12.9% | -1.3% |
| 6M | +18.1% | +43.7% | -25.6% | +9.4% |
| YTD | +16.9% | +116.8% | -100.0% | +0.5% |
| 1Y | +24.0% | +104.3% | -80.4% | +7.6% |
| 3Y | +95.6% | +91.5% | +4.1% | +69.0% |
| 5Y | +94.5% | +214.1% | -119.6% | +48.9% |
| 10Y | +571.7% | +77.0% | +494.7% | +439.4% |
| All | +1,883.7% | -72.5% | +1,956.2% | +1,912.9% |
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