+86.5%
USO vs NDAQ
+91.7%
-5.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.9% | +4.8% | +2.8% |
| 7D | +3.6% | -2.6% | +6.1% | +3.5% |
| 30D | +23.8% | +0.5% | +23.3% | +23.8% |
| 3M | +8.1% | +9.9% | -1.9% | +8.5% |
| 6M | +34.3% | +8.2% | +26.1% | +34.9% |
| YTD | +111.1% | -1.5% | +112.6% | +112.6% |
| 1Y | +99.9% | +1.3% | +98.6% | +100.8% |
| 3Y | +86.5% | +92.6% | -6.1% | +91.0% |
| All | +86.5% | +91.7% | -5.2% | +91.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling