+15,296.1%
AAPL vs USO
-73.3%
+15,369.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.0% | -1.6% |
| 7D | -2.7% | +3.6% | -6.3% | -3.3% |
| 30D | +1.0% | +23.8% | -22.8% | -2.6% |
| 3M | +5.0% | +8.1% | -3.1% | +2.9% |
| 6M | +23.0% | +34.3% | -11.2% | +14.3% |
| YTD | +16.6% | +111.1% | -94.5% | -0.9% |
| 1Y | +33.4% | +99.9% | -66.5% | +14.3% |
| 3Y | +79.9% | +86.5% | -6.6% | +53.6% |
| 5Y | +109.0% | +200.5% | -91.5% | +56.5% |
| 10Y | +1,210.4% | +66.5% | +1,143.9% | +945.5% |
| All | +15,296.1% | -73.3% | +15,369.4% | +15,988.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling