+27.0%
USO vs AAOX
-89.3%
+116.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -15.0% | +6.9% | -8.2% |
| 7D | -12.7% | -50.3% | +37.6% | -13.5% |
| 30D | +1.0% | -79.8% | +80.8% | -0.8% |
| 3M | +25.6% | -85.9% | +111.5% | +23.6% |
| 6M | -1.5% | -95.7% | +94.2% | -1.8% |
| All | +27.0% | -89.3% | +116.2% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 1y: compounded portfolio wealth divided by compounded AAOX 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…
1y analysis · Full analysis span regression · 6 months rolling