+111.8%
USO vs Q
+79.8%
+32.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -1.7% |
| 7D | +9.1% | +4.9% | +4.2% | +10.2% |
| 30D | +21.7% | -11.0% | +32.7% | +19.0% |
| 3M | +20.2% | -15.2% | +35.4% | +18.2% |
| 6M | +43.4% | +8.8% | +34.5% | +56.8% |
| YTD | +124.0% | +55.1% | +68.9% | +147.3% |
| All | +111.8% | +79.8% | +32.1% | +136.3% |
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