+102.2%
USO vs AHR
+26.3%
+75.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.6% | -10.7% | -7.7% |
| 7D | -12.7% | +9.5% | -22.2% | -11.8% |
| 30D | +1.0% | +11.7% | -10.7% | +2.3% |
| 3M | +25.6% | +4.0% | +21.6% | +25.8% |
| 6M | -1.5% | +13.5% | -15.0% | +0.9% |
| YTD | +110.3% | +21.6% | +88.7% | +109.8% |
| 1Y | +102.2% | +25.1% | +77.1% | +98.3% |
| All | +102.2% | +26.3% | +75.8% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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