+980.0%
SMCI vs USO
+213.6%
+766.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.2% | +9.5% | +7.2% |
| 7D | +1.3% | +9.1% | -7.8% | +1.4% |
| 30D | +6.6% | +21.7% | -15.1% | +6.8% |
| 3M | +25.4% | +20.2% | +5.2% | +25.8% |
| 6M | +26.1% | +43.4% | -17.2% | +21.7% |
| YTD | +37.0% | +124.0% | -87.0% | +22.1% |
| 1Y | -8.8% | +112.2% | -121.0% | -18.0% |
| 3Y | +44.6% | +97.7% | -53.1% | +30.0% |
| All | +980.0% | +213.6% | +766.4% | +740.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 5y: compounded portfolio wealth divided by compounded USO 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…
5y analysis · Full analysis span regression · 6 months rolling