+224.5%
USO vs SEI
+950.2%
-725.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.2% | +10.8% | +6.2% |
| 7D | +11.5% | +20.7% | -9.2% | +8.8% |
| 30D | +24.1% | +9.1% | +15.0% | +22.4% |
| 3M | +17.9% | -6.0% | +23.9% | +17.4% |
| 6M | +49.6% | +18.9% | +30.7% | +42.7% |
| YTD | +129.0% | +40.1% | +88.9% | +110.6% |
| 1Y | +112.0% | +120.6% | -8.6% | +77.6% |
| 3Y | +102.3% | +562.1% | -459.9% | +16.3% |
| 5Y | +224.5% | +954.5% | -729.9% | +52.4% |
| All | +224.5% | +950.2% | -725.6% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling