+17.6%
SPYM vs USO
+111.6%
-94.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +0.6% |
| 7D | -0.8% | +9.1% | -9.9% | 0.0% |
| 30D | -1.1% | +21.7% | -22.8% | +0.7% |
| 3M | +3.9% | +20.2% | -16.4% | +5.9% |
| 6M | +13.6% | +43.4% | -29.7% | +17.1% |
| YTD | +12.7% | +124.0% | -111.2% | +14.2% |
| 1Y | +17.6% | +112.2% | -94.6% | +19.8% |
| All | +17.6% | +111.6% | -94.1% | +19.8% |
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 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