-73.2%
USO vs TECH
+513.8%
-587.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -5.2% | +0.5% | -5.7% | -5.3% |
| 3M | +16.4% | +1.1% | +15.3% | +16.3% |
| 6M | +2.5% | +62.8% | -60.3% | -4.2% |
| YTD | +110.5% | +24.5% | +86.0% | +101.8% |
| 1Y | +108.4% | +20.6% | +87.8% | +100.6% |
| 3Y | +99.6% | +29.5% | +70.2% | +83.1% |
| 5Y | +160.1% | -40.9% | +201.0% | +172.0% |
| 10Y | +86.3% | +189.5% | -103.2% | +29.5% |
| All | -73.2% | +513.8% | -587.1% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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