+112.0%
USO vs NXT
+26.5%
+85.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.2% | +6.8% | +5.4% |
| 7D | +11.5% | -2.6% | +14.0% | +11.1% |
| 30D | +24.1% | -22.4% | +46.5% | +19.6% |
| 3M | +17.9% | -27.3% | +45.3% | +13.8% |
| 6M | +49.6% | -28.5% | +78.1% | +45.7% |
| YTD | +129.0% | -6.6% | +135.6% | +121.6% |
| 1Y | +112.0% | +20.4% | +91.6% | +121.3% |
| All | +112.0% | +26.5% | +85.5% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling