+213.1%
USO vs SU
+348.9%
-135.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | +9.1% | +2.2% | +6.9% | +7.4% |
| 30D | +21.7% | +8.4% | +13.2% | +15.0% |
| 3M | +20.2% | +12.1% | +8.1% | +11.6% |
| 6M | +43.4% | +19.7% | +23.7% | +28.7% |
| YTD | +124.0% | +58.4% | +65.6% | +67.0% |
| 1Y | +112.2% | +67.2% | +45.0% | +52.6% |
| 3Y | +97.7% | +125.0% | -27.4% | +16.3% |
| All | +213.1% | +348.9% | -135.9% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling