+160.9%
USO vs NDAQ
+68.2%
+92.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +3.3% |
| 7D | -1.4% | +1.7% | -3.1% | -1.5% |
| 30D | -4.6% | +16.2% | -20.8% | -5.3% |
| 3M | +14.7% | +14.0% | +0.8% | +14.0% |
| 6M | +1.2% | +22.3% | -21.0% | +0.1% |
| YTD | +111.2% | +13.0% | +98.2% | +110.3% |
| 1Y | +109.3% | +24.0% | +85.3% | +105.8% |
| 3Y | +103.5% | +117.1% | -13.6% | +84.0% |
| 5Y | +160.9% | +67.5% | +93.4% | +176.6% |
| All | +160.9% | +68.2% | +92.7% | +176.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling