+102.2%
USO vs QLD
+13.1%
+89.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.9% | -9.9% | -7.3% |
| 7D | -12.7% | -9.4% | -3.3% | -16.1% |
| 30D | +1.0% | -17.1% | +18.0% | -6.2% |
| 3M | +25.6% | -10.4% | +36.0% | +21.3% |
| 6M | -1.5% | +0.7% | -2.2% | +4.7% |
| YTD | +110.3% | +17.7% | +92.5% | +152.3% |
| 1Y | +102.2% | +14.7% | +87.5% | +143.4% |
| All | +102.2% | +13.1% | +89.0% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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