+52.5%
SOXX vs USO
+102.2%
-49.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.1% | +4.9% | -4.8% |
| 7D | -13.7% | -12.7% | -1.0% | -16.1% |
| 30D | -23.6% | +1.0% | -24.6% | -23.1% |
| 3M | -16.9% | +25.6% | -42.5% | -12.0% |
| 6M | -2.4% | -1.5% | -0.9% | -2.0% |
| YTD | +49.8% | +110.3% | -60.4% | +72.0% |
| 1Y | +52.5% | +102.2% | -49.6% | +75.3% |
| All | +52.5% | +102.2% | -49.7% | +75.3% |
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