+87.0%
USO vs SOUN
-24.7%
+111.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.4% | +2.9% |
| 7D | +3.6% | -4.1% | +7.7% | +3.6% |
| 30D | +23.8% | -18.1% | +41.9% | +23.9% |
| 3M | +8.1% | -12.3% | +20.3% | +8.1% |
| 6M | +34.3% | -18.6% | +52.8% | +34.3% |
| YTD | +111.1% | -34.1% | +145.3% | +111.6% |
| 1Y | +99.9% | -57.0% | +157.0% | +101.3% |
| 3Y | +86.5% | +185.7% | -99.2% | +80.5% |
| All | +87.0% | -24.7% | +111.7% | +81.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling