+86.1%
USO vs SNPS
+585.0%
-498.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.0% | +4.6% | +5.5% |
| 7D | +11.5% | -4.6% | +16.1% | +11.9% |
| 30D | +24.1% | -3.3% | +27.5% | +24.3% |
| 3M | +17.9% | -13.8% | +31.7% | +19.2% |
| 6M | +49.6% | -8.2% | +57.8% | +49.5% |
| YTD | +129.0% | -15.4% | +144.5% | +130.4% |
| 1Y | +112.0% | +2.4% | +109.6% | +106.8% |
| 3Y | +102.3% | -13.5% | +115.8% | +92.6% |
| 5Y | +224.5% | +19.5% | +205.1% | +182.8% |
| All | +86.1% | +585.0% | -498.9% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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