+97.3%
USO vs QLD
+8.6%
+88.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -1.3% |
| 7D | -10.6% | -3.8% | -6.8% | -11.3% |
| 30D | -4.6% | -20.5% | +16.0% | -12.4% |
| 3M | +12.3% | -14.6% | +27.0% | +6.9% |
| 6M | +5.9% | -14.7% | +20.5% | +4.0% |
| YTD | +104.5% | +11.2% | +93.3% | +144.1% |
| 1Y | +97.3% | +7.1% | +90.2% | +136.6% |
| All | +97.3% | +8.6% | +88.8% | +136.6% |
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