+1,278.0%
AAPL vs USO
+86.2%
+1,191.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.0% |
| 7D | +3.8% | +9.1% | -5.3% | +2.8% |
| 30D | +9.9% | +21.7% | -11.7% | +7.4% |
| 3M | +12.5% | +20.2% | -7.7% | +9.6% |
| 6M | +27.6% | +43.4% | -15.7% | +20.0% |
| YTD | +22.6% | +124.0% | -101.4% | +7.3% |
| 1Y | +45.0% | +112.2% | -67.2% | +27.9% |
| 3Y | +87.8% | +97.7% | -9.9% | +65.2% |
| 5Y | +128.7% | +217.4% | -88.7% | +79.3% |
| All | +1,278.0% | +86.2% | +1,191.8% | +1,117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 10y: compounded portfolio wealth divided by compounded USO 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…
10y analysis · Full analysis span regression · 6 months rolling