+123.1%
USO vs AHR
+356.1%
-233.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.2% |
| 7D | +9.1% | -2.1% | +11.2% | +9.0% |
| 30D | +21.7% | +1.9% | +19.8% | +21.8% |
| 3M | +20.2% | +15.7% | +4.6% | +20.6% |
| 6M | +43.4% | +2.5% | +40.8% | +43.9% |
| YTD | +124.0% | +15.0% | +109.0% | +123.4% |
| 1Y | +112.2% | +28.1% | +84.1% | +111.0% |
| All | +123.1% | +356.1% | -233.0% | +133.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling