+102.2%
USO vs SONY
-6.4%
+108.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.2% | -10.3% | -7.5% |
| 7D | -12.7% | +2.9% | -15.6% | -12.1% |
| 30D | +1.0% | +10.2% | -9.3% | +3.3% |
| 3M | +25.6% | +16.1% | +9.5% | +30.3% |
| 6M | -1.5% | +32.1% | -33.6% | +8.8% |
| YTD | +110.3% | +1.4% | +108.9% | +125.9% |
| 1Y | +102.2% | -7.0% | +109.2% | +117.5% |
| All | +102.2% | -6.4% | +108.5% | +117.5% |
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