+112.2%
USO vs AEIS
+81.9%
+30.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.9% | -7.1% | -1.4% |
| 7D | +9.1% | +2.3% | +6.9% | +9.6% |
| 30D | +21.7% | -14.8% | +36.5% | +18.9% |
| 3M | +20.2% | -15.6% | +35.8% | +19.2% |
| 6M | +43.4% | -8.7% | +52.1% | +47.1% |
| YTD | +124.0% | +37.3% | +86.6% | +131.5% |
| 1Y | +112.2% | +80.3% | +31.9% | +122.6% |
| All | +112.2% | +81.9% | +30.3% | +122.6% |
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