+478.6%
SOXL vs USO
+96.2%
+382.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.2% | +7.4% | +5.2% |
| 7D | +3.9% | +9.1% | -5.2% | +4.1% |
| 30D | -14.3% | +21.7% | -36.0% | -13.9% |
| 3M | -45.6% | +20.2% | -65.8% | -45.0% |
| 6M | +117.2% | +43.4% | +73.8% | +98.9% |
| YTD | +189.8% | +124.0% | +65.9% | +101.5% |
| 1Y | +317.7% | +112.2% | +205.6% | +200.3% |
| 3Y | +478.6% | +97.7% | +381.0% | +285.4% |
| All | +478.6% | +96.2% | +382.4% | +285.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling