+112.2%
USO vs ARES
-23.8%
+136.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.0% |
| 7D | +9.1% | -6.1% | +15.2% | +7.7% |
| 30D | +21.7% | -7.5% | +29.2% | +19.8% |
| 3M | +20.2% | +0.1% | +20.1% | +20.8% |
| 6M | +43.4% | +30.3% | +13.1% | +49.8% |
| YTD | +124.0% | -16.6% | +140.6% | +135.6% |
| 1Y | +112.2% | -26.1% | +138.3% | +116.5% |
| All | +112.2% | -23.8% | +136.0% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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