-34.4%
AAL vs USO
+161.7%
-196.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.3% | -8.9% | -4.9% |
| 7D | +2.9% | -1.4% | +4.4% | +2.7% |
| 30D | +6.5% | -4.6% | +11.1% | +5.9% |
| 3M | -10.9% | +14.7% | -25.6% | -7.4% |
| 6M | +4.9% | +1.2% | +3.7% | +8.6% |
| YTD | -13.2% | +111.2% | -124.4% | -3.6% |
| 1Y | -1.1% | +109.3% | -110.4% | +9.8% |
| 3Y | +12.8% | +103.5% | -90.7% | +24.7% |
| 5Y | -34.4% | +160.9% | -195.3% | -38.1% |
| All | -34.4% | +161.7% | -196.1% | -38.1% |
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