+42.0%
SOFI vs USO
+354.5%
-312.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -3.9% |
| 7D | -2.9% | +6.2% | -9.1% | -3.1% |
| 30D | -4.4% | +19.1% | -23.5% | -5.0% |
| 3M | +5.2% | +14.2% | -9.0% | +4.6% |
| 6M | -7.8% | +43.7% | -51.5% | -12.9% |
| YTD | -33.8% | +116.8% | -150.6% | -42.1% |
| 1Y | -33.3% | +104.3% | -137.6% | -41.1% |
| 3Y | +102.7% | +91.5% | +11.2% | +78.1% |
| 5Y | +10.5% | +214.1% | -203.6% | -14.2% |
| All | +42.0% | +354.5% | -312.4% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling