+84.4%
USO vs SNPS
+635.4%
-551.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.2% |
| 7D | -1.9% | +1.1% | -3.0% | -2.0% |
| 30D | -5.2% | -5.2% | 0.0% | -4.9% |
| 3M | +16.4% | +10.6% | +5.9% | +15.0% |
| 6M | +2.5% | -10.6% | +13.1% | +3.1% |
| YTD | +110.5% | -3.1% | +113.6% | +108.8% |
| 1Y | +108.4% | +15.6% | +92.9% | +101.9% |
| 3Y | +99.6% | -12.9% | +112.6% | +92.3% |
| 5Y | +160.1% | +31.2% | +128.9% | +126.6% |
| All | +84.4% | +635.4% | -551.0% | +31.7% |
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