+82.0%
USO vs SYY
+116.5%
-34.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.4% |
| 7D | +9.1% | +3.9% | +5.2% | +8.3% |
| 30D | +21.7% | -1.7% | +23.4% | +22.1% |
| 3M | +20.2% | +5.2% | +15.1% | +18.9% |
| 6M | +43.4% | -0.2% | +43.6% | +42.4% |
| YTD | +124.0% | +15.4% | +108.6% | +114.8% |
| 1Y | +112.2% | +5.6% | +106.6% | +107.3% |
| 3Y | +97.7% | +28.9% | +68.8% | +81.5% |
| 5Y | +217.4% | +24.1% | +193.4% | +188.2% |
| All | +82.0% | +116.5% | -34.5% | +44.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling