+102.2%
USO vs SOLS
+37.2%
+65.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -6.5% | -1.5% | -9.2% |
| 7D | -12.7% | -8.8% | -3.9% | -14.3% |
| 30D | +1.0% | -0.6% | +1.6% | +1.2% |
| 3M | +25.6% | -9.0% | +34.6% | +23.9% |
| 6M | -1.5% | -28.7% | +27.2% | -6.2% |
| YTD | +110.3% | +19.2% | +91.1% | +112.7% |
| 1Y | +102.2% | +32.6% | +69.5% | +107.4% |
| All | +102.2% | +37.2% | +65.0% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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