+128.4%
USO vs SOLS
+17.0%
+111.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.2% |
| 7D | +9.1% | -3.5% | +12.6% | +8.4% |
| 30D | +21.7% | -1.0% | +22.6% | +21.6% |
| 3M | +20.2% | -24.1% | +44.3% | +14.6% |
| 6M | +43.4% | -18.0% | +61.3% | +42.6% |
| YTD | +124.0% | +27.1% | +96.9% | +134.1% |
| All | +128.4% | +17.0% | +111.3% | +140.5% |
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