+91.4%
USO vs SPMO
+29.9%
+61.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | +0.5% |
| 7D | +9.5% | +2.0% | +7.4% | +10.3% |
| 30D | +23.6% | -0.4% | +23.9% | +23.6% |
| 3M | +3.8% | -1.9% | +5.7% | +4.7% |
| 6M | +55.0% | +25.0% | +30.0% | +91.8% |
| YTD | +105.3% | +26.0% | +79.2% | +153.1% |
| 1Y | +91.4% | +28.7% | +62.7% | +140.1% |
| All | +91.4% | +29.9% | +61.5% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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