+108.4%
USO vs SE
-47.8%
+156.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.1% |
| 7D | -1.9% | -0.5% | -1.4% | -2.0% |
| 30D | -5.2% | -20.9% | +15.7% | -9.7% |
| 3M | +16.4% | -38.9% | +55.3% | +5.1% |
| 6M | +2.5% | -19.4% | +21.9% | -0.3% |
| YTD | +110.5% | -40.9% | +151.4% | +108.7% |
| 1Y | +108.4% | -46.2% | +154.6% | +109.5% |
| All | +108.4% | -47.8% | +156.2% | +109.5% |
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