-45.1%
USO vs IQV
+487.2%
-532.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.8% |
| 7D | +6.2% | -2.6% | +8.8% | +6.6% |
| 30D | +19.1% | +6.2% | +12.9% | +18.0% |
| 3M | +14.2% | +38.0% | -23.8% | +8.4% |
| 6M | +43.7% | +43.9% | -0.2% | +34.7% |
| YTD | +116.8% | +14.0% | +102.8% | +110.7% |
| 1Y | +104.3% | +35.5% | +68.8% | +91.6% |
| 3Y | +91.5% | +20.3% | +71.2% | +78.7% |
| 5Y | +214.1% | -1.6% | +215.7% | +202.4% |
| 10Y | +77.0% | +233.4% | -156.4% | +32.9% |
| All | -45.1% | +487.2% | -532.4% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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