+82.0%
USO vs SIRI
-10.2%
+92.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.3% |
| 7D | +9.1% | +0.6% | +8.6% | +9.1% |
| 30D | +21.7% | +2.5% | +19.2% | +21.3% |
| 3M | +20.2% | +6.6% | +13.6% | +19.1% |
| 6M | +43.4% | +32.9% | +10.5% | +37.9% |
| YTD | +124.0% | +50.5% | +73.5% | +111.9% |
| 1Y | +112.2% | +28.0% | +84.2% | +104.4% |
| 3Y | +97.7% | -22.4% | +120.1% | +97.0% |
| 5Y | +217.4% | -41.3% | +258.7% | +218.1% |
| All | +82.0% | -10.2% | +92.2% | +76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling