-68.6%
AAL vs USO
+87.0%
-155.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | -0.1% | -1.9% | +1.8% | -0.1% |
| 30D | +11.7% | -5.2% | +16.9% | +11.7% |
| 3M | -12.5% | +16.4% | -29.0% | -13.0% |
| 6M | +3.6% | +2.5% | +1.1% | +3.4% |
| YTD | -14.1% | +110.5% | -124.6% | -21.4% |
| 1Y | +0.8% | +108.4% | -107.7% | -7.7% |
| 3Y | +11.8% | +99.6% | -87.8% | +1.3% |
| 5Y | -35.1% | +160.1% | -195.1% | -46.7% |
| All | -68.6% | +87.0% | -155.6% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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