-35.9%
AAL vs USO
+213.6%
-249.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | +0.8% |
| 7D | -1.3% | +6.2% | -7.5% | 0.0% |
| 30D | -13.7% | +19.1% | -32.8% | -10.4% |
| 3M | -8.2% | +14.2% | -22.4% | -4.0% |
| 6M | +13.1% | +43.7% | -30.6% | +21.6% |
| YTD | -15.6% | +116.8% | -132.4% | -7.0% |
| 1Y | +1.4% | +104.3% | -102.9% | +11.5% |
| 3Y | -7.4% | +91.5% | -99.0% | +1.1% |
| 5Y | -35.9% | +214.1% | -250.0% | -44.2% |
| All | -35.9% | +213.6% | -249.6% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling