+83.5%
USO vs SEI
+606.2%
-522.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +16.3% | -13.4% | -0.2% |
| 7D | +3.6% | +28.8% | -25.3% | -1.4% |
| 30D | +23.8% | +10.4% | +13.4% | +20.9% |
| 3M | +8.1% | -11.4% | +19.5% | +8.3% |
| 6M | +34.3% | +31.2% | +3.1% | +22.1% |
| YTD | +111.1% | +39.7% | +71.4% | +86.5% |
| 1Y | +99.9% | +149.0% | -49.0% | +50.9% |
| 3Y | +86.5% | +560.2% | -473.7% | -7.6% |
| 5Y | +200.5% | +955.7% | -755.1% | +21.0% |
| All | +83.5% | +606.2% | -522.8% | -25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling