+108.4%
USO vs QLD
+10.7%
+97.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.1% | -1.3% |
| 7D | -1.9% | +7.0% | -8.9% | +0.9% |
| 30D | -5.2% | -14.3% | +9.1% | -10.3% |
| 3M | +16.4% | -16.0% | +32.4% | +9.9% |
| 6M | +2.5% | -14.2% | +16.7% | +0.7% |
| YTD | +110.5% | +12.8% | +97.7% | +154.6% |
| 1Y | +108.4% | +14.1% | +94.4% | +152.0% |
| All | +108.4% | +10.7% | +97.8% | +152.0% |
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