+224.5%
USO vs SPXS
-85.4%
+309.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.9% | +3.7% | +5.7% |
| 7D | +11.5% | +6.4% | +5.1% | +11.8% |
| 30D | +24.1% | +6.0% | +18.1% | +24.5% |
| 3M | +17.9% | -11.6% | +29.6% | +16.9% |
| 6M | +49.6% | -28.7% | +78.3% | +45.9% |
| YTD | +129.0% | -26.3% | +155.3% | +124.2% |
| 1Y | +112.0% | -34.9% | +146.9% | +105.1% |
| 3Y | +102.3% | -79.5% | +181.7% | +76.0% |
| 5Y | +224.5% | -85.9% | +310.5% | +193.5% |
| All | +224.5% | -85.4% | +309.9% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling