+4,344.1%
SMCI vs USO
-64.4%
+4,408.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.7% | -6.0% | -3.9% |
| 7D | +5.2% | +6.2% | -1.0% | +3.9% |
| 30D | +23.7% | +19.1% | +4.6% | +19.0% |
| 3M | -4.2% | +14.2% | -18.4% | -7.9% |
| 6M | +21.7% | +43.7% | -22.0% | +7.0% |
| YTD | +33.0% | +116.8% | -83.8% | +4.2% |
| 1Y | -9.3% | +104.3% | -113.6% | -27.9% |
| 3Y | +38.7% | +91.5% | -52.8% | +10.6% |
| 5Y | +967.2% | +214.1% | +753.1% | +612.5% |
| 10Y | +1,745.9% | +77.0% | +1,668.9% | +1,225.7% |
| All | +4,344.1% | -64.4% | +4,408.5% | +4,992.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling