+957.8%
AAOI vs USO
-47.7%
+1,005.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.2% | +4.2% | +2.5% |
| 7D | -0.2% | +9.1% | -9.3% | -2.1% |
| 30D | -23.7% | +21.7% | -45.4% | -26.9% |
| 3M | -39.0% | +20.2% | -59.3% | -42.1% |
| 6M | -17.0% | +43.4% | -60.4% | -26.1% |
| YTD | +202.2% | +124.0% | +78.3% | +138.6% |
| 1Y | +292.4% | +112.2% | +180.2% | +214.3% |
| 3Y | +804.4% | +97.7% | +706.7% | +631.6% |
| 5Y | +1,318.0% | +217.4% | +1,100.6% | +892.0% |
| 10Y | +436.7% | +82.8% | +353.9% | +305.9% |
| All | +957.8% | -47.7% | +1,005.6% | +772.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling