+102.2%
USO vs AEP
+10.7%
+91.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -8.1% |
| 7D | -12.7% | +0.8% | -13.5% | -12.6% |
| 30D | +1.0% | +7.9% | -7.0% | +2.2% |
| 3M | +25.6% | +1.5% | +24.1% | +26.3% |
| 6M | -1.5% | -2.6% | +1.1% | -0.1% |
| YTD | +110.3% | +14.7% | +95.6% | +105.2% |
| 1Y | +102.2% | +10.8% | +91.4% | +100.5% |
| All | +102.2% | +10.7% | +91.4% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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