+112.2%
USO vs SOUN
-55.4%
+167.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | +9.1% | -7.1% | +16.2% | +8.2% |
| 30D | +21.7% | -15.4% | +37.1% | +19.5% |
| 3M | +20.2% | -10.6% | +30.8% | +19.7% |
| 6M | +43.4% | -19.6% | +63.0% | +43.5% |
| YTD | +124.0% | -37.2% | +161.2% | +124.1% |
| 1Y | +112.2% | -57.1% | +169.3% | +119.1% |
| All | +112.2% | -55.4% | +167.6% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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