+214.1%
USO vs NDAQ
+52.5%
+161.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.7% |
| 7D | +6.2% | -1.6% | +7.8% | +6.3% |
| 30D | +19.1% | -1.5% | +20.6% | +19.2% |
| 3M | +14.2% | +8.0% | +6.2% | +13.5% |
| 6M | +43.7% | +7.7% | +36.0% | +42.8% |
| YTD | +116.8% | -2.3% | +119.2% | +117.3% |
| 1Y | +104.3% | +0.6% | +103.8% | +103.9% |
| 3Y | +91.5% | +90.9% | +0.6% | +73.7% |
| 5Y | +214.1% | +52.5% | +161.6% | +213.4% |
| All | +214.1% | +52.5% | +161.6% | +213.4% |
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