+99.9%
USO vs AVAV
-35.3%
+135.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | 0.0% | +3.0% |
| 7D | +3.6% | +3.2% | +0.4% | +3.7% |
| 30D | +23.8% | -20.3% | +44.1% | +22.8% |
| 3M | +8.1% | -19.4% | +27.5% | +8.0% |
| 6M | +34.3% | -35.3% | +69.5% | +35.3% |
| YTD | +111.1% | -38.5% | +149.6% | +110.1% |
| 1Y | +99.9% | -37.2% | +137.1% | +94.0% |
| All | +99.9% | -35.3% | +135.2% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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