+102.2%
USO vs SSNC
-3.9%
+106.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.6% | -6.4% | -8.5% |
| 7D | -12.7% | -1.1% | -11.6% | -13.0% |
| 30D | +1.0% | +0.6% | +0.4% | +1.2% |
| 3M | +25.6% | -1.5% | +27.1% | +25.2% |
| 6M | -1.5% | +15.8% | -17.3% | +3.3% |
| YTD | +110.3% | -8.0% | +118.2% | +110.8% |
| 1Y | +102.2% | -5.8% | +108.0% | +104.4% |
| All | +102.2% | -3.9% | +106.1% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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