+159.6%
USO vs SUI
-26.4%
+186.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.3% |
| 7D | -1.9% | -1.5% | -0.4% | -1.9% |
| 30D | -5.2% | +3.7% | -8.9% | -5.2% |
| 3M | +16.4% | -0.4% | +16.8% | +16.5% |
| 6M | +2.5% | -2.8% | +5.3% | +2.7% |
| YTD | +110.5% | -1.6% | +112.1% | +110.6% |
| 1Y | +108.4% | -2.1% | +110.5% | +108.5% |
| 3Y | +99.6% | +18.5% | +81.2% | +95.3% |
| All | +159.6% | -26.4% | +186.1% | +165.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling