+102.2%
USO vs SYK
-4.2%
+106.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +9.4% | -17.4% | -4.3% |
| 7D | -12.7% | +11.7% | -24.4% | -8.1% |
| 30D | +1.0% | +19.1% | -18.1% | +8.8% |
| 3M | +25.6% | +1.4% | +24.2% | +28.5% |
| 6M | -1.5% | +17.4% | -18.9% | +8.3% |
| YTD | +110.3% | -2.5% | +112.8% | +105.5% |
| 1Y | +102.2% | -5.3% | +107.4% | +97.1% |
| All | +102.2% | -4.2% | +106.3% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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