+42.0%
SOFI vs USO
+369.4%
-327.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.7% |
| 7D | -4.9% | +9.1% | -14.1% | -5.2% |
| 30D | -3.5% | +21.7% | -25.1% | -4.2% |
| 3M | +3.9% | +20.2% | -16.3% | +3.1% |
| 6M | -6.5% | +43.4% | -49.9% | -11.3% |
| YTD | -33.8% | +124.0% | -157.8% | -42.2% |
| 1Y | -33.3% | +112.2% | -145.5% | -41.2% |
| 3Y | +94.6% | +97.7% | -3.0% | +70.8% |
| 5Y | +13.3% | +217.4% | -204.1% | -11.9% |
| All | +42.0% | +369.4% | -327.4% | +26.6% |
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