+94.1%
USO vs Q
+71.3%
+22.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | +0.2% |
| 7D | +9.5% | +0.2% | +9.2% | +9.6% |
| 30D | +23.6% | -11.1% | +34.7% | +20.9% |
| 3M | +3.8% | -22.1% | +25.9% | +0.3% |
| 6M | +55.0% | +0.5% | +54.6% | +68.0% |
| YTD | +105.3% | +47.8% | +57.5% | +124.5% |
| All | +94.1% | +71.3% | +22.8% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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