+86.1%
USO vs EQT
+52.9%
+33.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +5.0% | +5.5% |
| 7D | +11.5% | -1.2% | +12.6% | +11.7% |
| 30D | +24.1% | +1.1% | +23.0% | +23.8% |
| 3M | +17.9% | +4.8% | +13.1% | +16.9% |
| 6M | +49.6% | -10.6% | +60.2% | +52.5% |
| YTD | +129.0% | +3.4% | +125.6% | +127.0% |
| 1Y | +112.0% | +8.7% | +103.3% | +107.8% |
| 3Y | +102.3% | +35.0% | +67.3% | +87.7% |
| 5Y | +224.5% | +204.2% | +20.3% | +157.8% |
| All | +86.1% | +52.9% | +33.2% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling