+112.2%
USO vs SOXQ
+98.3%
+13.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -1.8% |
| 7D | +9.1% | +0.8% | +8.4% | +9.3% |
| 30D | +21.7% | -4.6% | +26.3% | +20.6% |
| 3M | +20.2% | -10.2% | +30.4% | +19.5% |
| 6M | +43.4% | +49.7% | -6.3% | +75.0% |
| YTD | +124.0% | +67.2% | +56.7% | +170.9% |
| 1Y | +112.2% | +98.0% | +14.2% | +154.5% |
| All | +112.2% | +98.3% | +13.8% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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