+112.7%
USO vs QQQI
+57.7%
+55.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.2% |
| 7D | +9.1% | -0.3% | +9.5% | +9.1% |
| 30D | +21.7% | -0.3% | +22.0% | +21.7% |
| 3M | +20.2% | +1.3% | +18.9% | +20.3% |
| 6M | +43.4% | +11.5% | +31.9% | +42.1% |
| YTD | +124.0% | +11.3% | +112.7% | +121.7% |
| 1Y | +112.2% | +16.9% | +95.3% | +106.1% |
| All | +112.7% | +57.7% | +55.1% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 all: compounded portfolio wealth divided by compounded QQQI 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…
all analysis · Full analysis span regression · 6 months rolling