+107.5%
USO vs NVD
-99.2%
+206.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | +2.7% |
| 7D | +6.2% | +0.5% | +5.7% | +6.3% |
| 30D | +19.1% | -9.3% | +28.4% | +19.0% |
| 3M | +14.2% | -22.1% | +36.3% | +13.9% |
| 6M | +43.7% | -45.8% | +89.5% | +42.4% |
| YTD | +116.8% | -46.7% | +163.6% | +115.0% |
| 1Y | +104.3% | -59.5% | +163.8% | +101.0% |
| 3Y | +91.5% | -99.2% | +190.7% | +98.0% |
| All | +107.5% | -99.2% | +206.7% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 all: compounded portfolio wealth divided by compounded NVD 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…
all analysis · Full analysis span regression · 6 months rolling