+102.2%
USO vs SIMO
+94.5%
+7.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -9.6% | +1.5% | -8.2% |
| 7D | -12.7% | -16.9% | +4.2% | -13.0% |
| 30D | +1.0% | -35.4% | +36.4% | 0.0% |
| 3M | +25.6% | -31.9% | +57.5% | +24.8% |
| 6M | -1.5% | -19.3% | +17.8% | -1.1% |
| YTD | +110.3% | +98.5% | +11.8% | +126.8% |
| 1Y | +102.2% | +100.5% | +1.6% | +118.0% |
| All | +102.2% | +94.5% | +7.7% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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