+97.7%
USO vs SCCO
+177.0%
-79.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | +9.1% | -2.7% | +11.8% | +9.0% |
| 30D | +21.7% | -0.7% | +22.4% | +21.6% |
| 3M | +20.2% | +8.1% | +12.1% | +20.1% |
| 6M | +43.4% | +4.1% | +39.3% | +44.3% |
| YTD | +124.0% | +41.1% | +82.8% | +113.0% |
| 1Y | +112.2% | +95.6% | +16.6% | +90.2% |
| 3Y | +97.7% | +179.3% | -81.6% | +65.0% |
| All | +97.7% | +177.0% | -79.4% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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