+102.2%
USO vs SYY
+8.7%
+93.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.8% | -11.9% | -7.1% |
| 7D | -12.7% | -6.3% | -6.4% | -13.6% |
| 30D | +1.0% | +0.7% | +0.3% | +1.7% |
| 3M | +25.6% | -6.4% | +32.0% | +24.1% |
| 6M | -1.5% | +7.6% | -9.1% | +1.1% |
| YTD | +110.3% | +7.4% | +102.8% | +103.4% |
| 1Y | +102.2% | +8.3% | +93.9% | +95.8% |
| All | +102.2% | +8.7% | +93.4% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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