+15.4%
SOFI vs USO
+213.6%
-198.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.1% |
| 3M | +3.9% | +20.2% | -16.3% | +3.3% |
| 6M | -6.5% | +43.4% | -49.9% | -11.2% |
| YTD | -33.8% | +124.0% | -157.8% | -42.4% |
| 1Y | -33.3% | +112.2% | -145.5% | -41.4% |
| 3Y | +94.6% | +97.7% | -3.0% | +70.0% |
| All | +15.4% | +213.6% | -198.2% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling