+213.1%
USO vs AON
+6.4%
+206.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -2.2% |
| 7D | +9.1% | -6.3% | +15.4% | +9.1% |
| 30D | +21.7% | -14.1% | +35.8% | +21.6% |
| 3M | +20.2% | -9.5% | +29.7% | +20.0% |
| 6M | +43.4% | -4.0% | +47.4% | +42.8% |
| YTD | +124.0% | -13.8% | +137.8% | +123.5% |
| 1Y | +112.2% | -18.3% | +130.5% | +111.8% |
| 3Y | +97.7% | -7.2% | +104.8% | +96.8% |
| All | +213.1% | +6.4% | +206.7% | +216.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling