+109.3%
USO vs Q
+27.2%
+82.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.1% | +6.3% | +2.6% |
| 7D | -1.4% | +11.5% | -12.9% | +1.1% |
| 30D | -4.6% | -0.2% | -4.4% | -4.2% |
| 3M | +14.7% | -13.6% | +28.3% | +12.1% |
| 6M | +1.2% | -27.0% | +28.3% | -3.5% |
| YTD | +111.2% | +50.5% | +60.7% | +141.8% |
| 1Y | +109.3% | +33.8% | +75.5% | +138.0% |
| All | +109.3% | +27.2% | +82.1% | +138.0% |
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