+108.7%
USO vs AEIS
-16.1%
+124.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -12.2% | +14.2% | +0.2% |
| 7D | -11.9% | -22.6% | +10.7% | -15.0% |
| 30D | +2.3% | -38.7% | +41.0% | -5.1% |
| 3M | +29.0% | -43.6% | +72.6% | +18.6% |
| 6M | +2.8% | -46.2% | +49.1% | -4.2% |
| YTD | +114.3% | -11.2% | +125.5% | +112.0% |
| 1Y | +108.7% | -17.7% | +126.3% | +107.6% |
| All | +108.7% | -16.1% | +124.7% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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