-40.8%
SOFI vs USO
+102.2%
-143.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -8.1% | +11.7% | +1.3% |
| 7D | +1.4% | -12.7% | +14.1% | -2.4% |
| 30D | +9.2% | +1.0% | +8.2% | +9.9% |
| 3M | -7.1% | +25.6% | -32.7% | +0.6% |
| 6M | +7.3% | -1.5% | +8.8% | +11.6% |
| YTD | -33.6% | +110.3% | -143.9% | -35.2% |
| 1Y | -40.8% | +102.2% | -143.0% | -41.9% |
| All | -40.8% | +102.2% | -143.0% | -41.9% |
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 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