+207.3%
USO vs AEIS
+233.3%
-26.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.1% | +3.8% | +2.7% |
| 7D | +6.2% | +6.5% | -0.2% | +6.2% |
| 30D | +19.1% | -9.2% | +28.3% | +19.2% |
| 3M | +14.2% | -8.3% | +22.6% | +14.4% |
| 6M | +43.7% | -6.3% | +50.1% | +42.8% |
| YTD | +116.8% | +36.5% | +80.3% | +106.7% |
| 1Y | +104.3% | +84.8% | +19.6% | +87.6% |
| 3Y | +91.5% | +176.6% | -85.1% | +64.4% |
| All | +207.3% | +233.3% | -26.0% | +158.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling