+97.7%
USO vs SU
+120.0%
-22.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | +9.1% | +2.2% | +6.9% | +7.2% |
| 30D | +21.7% | +8.4% | +13.2% | +13.9% |
| 3M | +20.2% | +12.1% | +8.1% | +10.2% |
| 6M | +43.4% | +19.7% | +23.7% | +26.9% |
| YTD | +124.0% | +58.4% | +65.6% | +61.9% |
| 1Y | +112.2% | +67.2% | +45.0% | +47.4% |
| 3Y | +97.7% | +125.0% | -27.4% | +10.3% |
| All | +97.7% | +120.0% | -22.3% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling