+112.0%
USO vs SAP
-22.5%
+134.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.5% | +7.1% | +5.3% |
| 7D | +11.5% | -5.1% | +16.6% | +10.2% |
| 30D | +24.1% | -1.8% | +25.9% | +23.7% |
| 3M | +17.9% | +20.9% | -3.0% | +24.9% |
| 6M | +49.6% | +7.0% | +42.6% | +56.9% |
| YTD | +129.0% | -13.7% | +142.7% | +137.9% |
| 1Y | +112.0% | -19.6% | +131.6% | +124.7% |
| All | +112.0% | -22.5% | +134.5% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SAP 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling