+102.2%
USO vs SE
-48.0%
+150.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.5% | -12.5% | -7.0% |
| 7D | -12.7% | +6.7% | -19.4% | -11.3% |
| 30D | +1.0% | -17.2% | +18.2% | -2.8% |
| 3M | +25.6% | -28.0% | +53.6% | +17.9% |
| 6M | -1.5% | -6.1% | +4.6% | -1.0% |
| YTD | +110.3% | -37.1% | +147.4% | +109.7% |
| 1Y | +102.2% | -48.8% | +150.9% | +103.5% |
| All | +102.2% | -48.0% | +150.2% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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