+112.2%
USO vs AG
+110.7%
+1.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -2.5% |
| 7D | +9.1% | -6.7% | +15.8% | +8.4% |
| 30D | +21.7% | +2.2% | +19.5% | +22.1% |
| 3M | +20.2% | +15.7% | +4.5% | +22.8% |
| 6M | +43.4% | -23.8% | +67.2% | +45.0% |
| YTD | +124.0% | +17.6% | +106.3% | +122.1% |
| 1Y | +112.2% | +88.6% | +23.6% | +108.7% |
| All | +112.2% | +110.7% | +1.5% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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