+82.0%
USO vs NDAQ
+368.2%
-286.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | +9.1% | -5.6% | +14.7% | +10.2% |
| 30D | +21.7% | -4.4% | +26.0% | +22.6% |
| 3M | +20.2% | +5.9% | +14.4% | +18.3% |
| 6M | +43.4% | +7.7% | +35.6% | +40.1% |
| YTD | +124.0% | -5.2% | +129.1% | +124.4% |
| 1Y | +112.2% | -3.4% | +115.6% | +111.3% |
| 3Y | +97.7% | +85.6% | +12.0% | +64.3% |
| 5Y | +217.4% | +49.5% | +167.9% | +177.4% |
| All | +82.0% | +368.2% | -286.3% | +26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling