+61.9%
USO vs SUI
+107.5%
-45.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | -0.1% |
| 7D | +9.5% | -2.8% | +12.3% | +9.7% |
| 30D | +23.6% | -1.2% | +24.7% | +23.6% |
| 3M | +3.8% | -1.7% | +5.6% | +3.9% |
| 6M | +55.0% | -10.5% | +65.5% | +56.5% |
| YTD | +105.3% | -1.8% | +107.1% | +105.1% |
| 1Y | +91.4% | -4.1% | +95.5% | +91.6% |
| 3Y | +84.6% | +11.3% | +73.3% | +79.7% |
| 5Y | +191.7% | -32.1% | +223.8% | +203.4% |
| All | +61.9% | +107.5% | -45.6% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling