+91.4%
USO vs SU
+70.8%
+20.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +1.3% |
| 7D | +9.5% | +2.9% | +6.5% | +6.2% |
| 30D | +23.6% | +7.2% | +16.4% | +14.7% |
| 3M | +3.8% | +2.8% | +1.0% | +1.2% |
| 6M | +55.0% | +18.2% | +36.8% | +38.0% |
| YTD | +105.3% | +54.0% | +51.3% | +52.6% |
| 1Y | +91.4% | +70.1% | +21.3% | +31.9% |
| All | +91.4% | +70.8% | +20.6% | +31.9% |
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