+102.2%
USO vs SIRI
+59.9%
+42.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.4% | -16.5% | -6.2% |
| 7D | -12.7% | +22.3% | -35.0% | -9.2% |
| 30D | +1.0% | +26.9% | -26.0% | +5.6% |
| 3M | +25.6% | +9.6% | +16.0% | +27.6% |
| 6M | -1.5% | +27.2% | -28.7% | +3.1% |
| YTD | +110.3% | +72.4% | +37.9% | +121.6% |
| 1Y | +102.2% | +59.9% | +42.2% | +116.7% |
| All | +102.2% | +59.9% | +42.3% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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