+96.2%
SMH vs USO
+92.2%
+4.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +2.5% | +9.5% | -6.9% | +4.2% |
| 30D | -0.5% | +23.6% | -24.0% | +3.5% |
| 3M | -9.6% | +3.8% | -13.5% | -8.8% |
| 6M | +42.1% | +55.0% | -13.0% | +51.8% |
| YTD | +57.4% | +105.3% | -47.8% | +65.9% |
| 1Y | +96.2% | +91.4% | +4.9% | +109.3% |
| All | +96.2% | +92.2% | +4.0% | +109.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling