+112.2%
USO vs SSNC
-8.1%
+120.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -1.7% |
| 7D | +9.1% | -4.0% | +13.2% | +8.0% |
| 30D | +21.7% | +0.5% | +21.2% | +22.0% |
| 3M | +20.2% | +18.9% | +1.3% | +26.1% |
| 6M | +43.4% | +10.8% | +32.5% | +48.6% |
| YTD | +124.0% | -7.1% | +131.1% | +126.7% |
| 1Y | +112.2% | -9.6% | +121.8% | +115.8% |
| All | +112.2% | -8.1% | +120.3% | +115.8% |
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