+205.8%
USO vs SE
-65.3%
+271.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.9% |
| 7D | +3.6% | +0.6% | +3.0% | +3.6% |
| 30D | +23.8% | -0.1% | +23.9% | +23.8% |
| 3M | +8.1% | +34.1% | -26.1% | +8.1% |
| 6M | +34.3% | +23.2% | +11.0% | +34.4% |
| YTD | +111.1% | -11.2% | +122.3% | +112.5% |
| 1Y | +99.9% | -40.5% | +140.5% | +102.8% |
| 3Y | +86.5% | +196.3% | -109.8% | +84.8% |
| All | +205.8% | -65.3% | +271.1% | +219.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling