+91.4%
USO vs SONY
-10.8%
+102.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.3% |
| 7D | +9.5% | -1.2% | +10.6% | +9.3% |
| 30D | +23.6% | +9.4% | +14.1% | +25.3% |
| 3M | +3.8% | +10.5% | -6.7% | +6.6% |
| 6M | +55.0% | +11.7% | +43.4% | +62.4% |
| YTD | +105.3% | -4.1% | +109.3% | +118.5% |
| 1Y | +91.4% | -11.8% | +103.2% | +106.4% |
| All | +91.4% | -10.8% | +102.2% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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