+102.2%
USO vs SMTC
+70.8%
+31.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -12.9% | +4.9% | -9.1% |
| 7D | -12.7% | -24.5% | +11.8% | -14.9% |
| 30D | +1.0% | -42.5% | +43.4% | -4.1% |
| 3M | +25.6% | -14.1% | +39.7% | +25.5% |
| 6M | -1.5% | +3.6% | -5.1% | +8.7% |
| YTD | +110.3% | +50.6% | +59.7% | +155.7% |
| 1Y | +102.2% | +72.2% | +29.9% | +147.9% |
| All | +102.2% | +70.8% | +31.3% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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