+124.8%
AAPL vs USO
+223.2%
-98.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.6% | -2.0% | +3.4% |
| 7D | -0.5% | +11.5% | -12.0% | -0.7% |
| 30D | +7.1% | +24.1% | -17.0% | +6.6% |
| 3M | +12.1% | +17.9% | -5.8% | +11.8% |
| 6M | +25.4% | +49.6% | -24.2% | +22.7% |
| YTD | +20.5% | +129.0% | -108.6% | +13.5% |
| 1Y | +44.5% | +112.0% | -67.5% | +37.1% |
| 3Y | +85.8% | +102.3% | -16.5% | +74.9% |
| 5Y | +124.8% | +224.5% | -99.8% | +86.4% |
| All | +124.8% | +223.2% | -98.5% | +86.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling