+112.2%
USO vs SEI
+134.3%
-22.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.1% | -7.3% | -2.0% |
| 7D | +9.1% | +22.6% | -13.5% | +10.1% |
| 30D | +21.7% | +9.1% | +12.6% | +22.1% |
| 3M | +20.2% | -11.3% | +31.6% | +20.6% |
| 6M | +43.4% | +22.0% | +21.3% | +47.8% |
| YTD | +124.0% | +47.3% | +76.7% | +130.3% |
| 1Y | +112.2% | +124.8% | -12.6% | +129.3% |
| All | +112.2% | +134.3% | -22.1% | +129.3% |
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