+1,817.6%
SMH vs USO
+86.2%
+1,731.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.7% |
| 7D | +0.3% | +9.1% | -8.8% | -0.9% |
| 30D | -2.8% | +21.7% | -24.5% | -5.2% |
| 3M | -6.7% | +20.2% | -27.0% | -9.3% |
| 6M | +41.8% | +43.4% | -1.6% | +32.2% |
| YTD | +57.9% | +124.0% | -66.1% | +35.7% |
| 1Y | +87.6% | +112.2% | -24.6% | +62.6% |
| 3Y | +282.9% | +97.7% | +185.3% | +231.7% |
| 5Y | +330.4% | +217.4% | +113.0% | +231.7% |
| All | +1,817.6% | +86.2% | +1,731.4% | +1,538.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling