+112.2%
USO vs QSR
+28.6%
+83.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.1% |
| 7D | +9.1% | -4.0% | +13.1% | +8.6% |
| 30D | +21.7% | +2.8% | +18.9% | +22.0% |
| 3M | +20.2% | +5.1% | +15.1% | +20.9% |
| 6M | +43.4% | +8.8% | +34.6% | +44.8% |
| YTD | +124.0% | +14.8% | +109.1% | +127.3% |
| 1Y | +112.2% | +25.7% | +86.5% | +120.8% |
| All | +112.2% | +28.6% | +83.6% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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