+224.5%
USO vs SNPS
+18.4%
+206.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.0% | +4.6% | +5.6% |
| 7D | +11.5% | -4.6% | +16.1% | +11.5% |
| 30D | +24.1% | -3.3% | +27.5% | +24.1% |
| 3M | +17.9% | -13.8% | +31.7% | +18.3% |
| 6M | +49.6% | -8.2% | +57.8% | +49.6% |
| YTD | +129.0% | -15.4% | +144.5% | +129.5% |
| 1Y | +112.0% | +2.4% | +109.6% | +110.0% |
| 3Y | +102.3% | -13.5% | +115.8% | +98.1% |
| 5Y | +224.5% | +19.5% | +205.1% | +221.3% |
| All | +224.5% | +18.4% | +206.2% | +221.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling