+102.2%
USO vs SU
+88.1%
+14.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.5% | -3.5% | -3.3% |
| 7D | -12.7% | -7.1% | -5.6% | -5.5% |
| 30D | +1.0% | +4.8% | -3.8% | -4.0% |
| 3M | +25.6% | +12.5% | +13.1% | +10.7% |
| 6M | -1.5% | +6.5% | -7.9% | -7.7% |
| YTD | +110.3% | +65.8% | +44.5% | +55.5% |
| 1Y | +102.2% | +86.2% | +16.0% | +43.2% |
| All | +102.2% | +88.1% | +14.1% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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