+115.3%
USO vs SOLS
+22.7%
+92.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +3.1% |
| 7D | +3.6% | +4.5% | -1.0% | +4.5% |
| 30D | +23.8% | +6.0% | +17.8% | +25.4% |
| 3M | +8.1% | -19.7% | +27.7% | +4.3% |
| 6M | +34.3% | -10.4% | +44.6% | +35.8% |
| YTD | +111.1% | +33.3% | +77.9% | +122.8% |
| All | +115.3% | +22.7% | +92.6% | +128.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling