+102.2%
USO vs AEM
+17.3%
+84.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +9.7% | -17.7% | -5.5% |
| 7D | -12.7% | +0.2% | -12.9% | -12.0% |
| 30D | +1.0% | +0.1% | +0.9% | +1.9% |
| 3M | +25.6% | +22.1% | +3.5% | +33.9% |
| 6M | -1.5% | +2.4% | -3.9% | +1.6% |
| YTD | +110.3% | +8.9% | +101.3% | +105.5% |
| 1Y | +102.2% | +18.7% | +83.5% | +95.8% |
| All | +102.2% | +17.3% | +84.9% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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