+102.2%
USO vs NDAQ
+28.8%
+73.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.6% | -10.6% | -7.4% |
| 7D | -12.7% | +3.9% | -16.6% | -11.8% |
| 30D | +1.0% | +19.0% | -18.0% | +5.1% |
| 3M | +25.6% | +17.6% | +8.0% | +30.5% |
| 6M | -1.5% | +21.0% | -22.5% | +4.0% |
| YTD | +110.3% | +14.1% | +96.2% | +116.8% |
| 1Y | +102.2% | +29.4% | +72.7% | +109.1% |
| All | +102.2% | +28.8% | +73.3% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling