+1,314.2%
AAOI vs USO
+213.6%
+1,100.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.2% | +2.3% |
| 7D | -0.2% | +9.1% | -9.3% | -1.4% |
| 30D | -23.7% | +21.7% | -45.4% | -25.8% |
| 3M | -39.0% | +20.2% | -59.3% | -40.9% |
| 6M | -17.0% | +43.4% | -60.4% | -24.1% |
| YTD | +202.2% | +124.0% | +78.3% | +143.2% |
| 1Y | +292.4% | +112.2% | +180.2% | +220.5% |
| 3Y | +804.4% | +97.7% | +706.7% | +637.8% |
| All | +1,314.2% | +213.6% | +1,100.7% | +1,050.4% |
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