+102.1%
USO vs SOUN
+173.0%
-71.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.1% | +8.7% | +5.6% |
| 7D | +11.5% | -6.8% | +18.3% | +11.4% |
| 30D | +24.1% | -15.2% | +39.4% | +24.0% |
| 3M | +17.9% | -7.0% | +24.9% | +17.9% |
| 6M | +49.6% | -20.5% | +70.1% | +49.6% |
| YTD | +129.0% | -37.0% | +166.0% | +129.6% |
| 1Y | +112.0% | -55.3% | +167.3% | +113.7% |
| All | +102.1% | +173.0% | -71.0% | +86.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling