+91.4%
USO vs AON
-13.5%
+104.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.2% |
| 7D | +9.5% | -9.1% | +18.5% | +8.8% |
| 30D | +23.6% | -10.2% | +33.8% | +22.9% |
| 3M | +3.8% | +0.5% | +3.3% | +2.9% |
| 6M | +55.0% | -4.8% | +59.9% | +53.2% |
| YTD | +105.3% | -8.0% | +113.3% | +103.1% |
| 1Y | +91.4% | -13.1% | +104.4% | +82.7% |
| All | +91.4% | -13.5% | +104.9% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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