+22.4%
USO vs SPMO
+575.0%
-552.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +6.2% | +2.7% | +3.5% | +5.2% |
| 30D | +19.1% | +1.1% | +18.0% | +18.6% |
| 3M | +14.2% | +2.0% | +12.2% | +12.4% |
| 6M | +43.7% | +26.5% | +17.2% | +28.1% |
| YTD | +116.8% | +26.5% | +90.3% | +92.9% |
| 1Y | +104.3% | +27.9% | +76.4% | +80.6% |
| 3Y | +91.5% | +160.4% | -68.8% | +16.6% |
| 5Y | +214.1% | +151.5% | +62.6% | +93.2% |
| 10Y | +77.0% | +526.3% | -449.3% | -23.8% |
| All | +22.4% | +575.0% | -552.6% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling