+102.2%
USO vs SEI
+18.6%
+83.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -16.9% | +8.8% | -8.3% |
| 7D | -12.7% | -16.4% | +3.7% | -12.9% |
| 30D | +1.0% | -22.9% | +23.9% | +0.7% |
| 3M | +25.6% | -0.3% | +25.9% | +26.8% |
| 6M | -1.5% | -22.3% | +20.8% | -0.5% |
| YTD | +110.3% | +26.2% | +84.1% | +116.6% |
| 1Y | +102.2% | +8.2% | +93.9% | +110.9% |
| All | +102.2% | +18.6% | +83.6% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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