+16.4%
APH vs USO
+102.2%
-85.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -8.1% | +1.9% | -7.4% |
| 7D | -2.4% | -12.7% | +10.3% | -4.5% |
| 30D | -9.5% | +1.0% | -10.5% | -9.0% |
| 3M | -7.6% | +25.6% | -33.2% | -3.5% |
| 6M | +12.4% | -1.5% | +13.9% | +13.0% |
| YTD | +17.5% | +110.3% | -92.7% | +30.3% |
| 1Y | +16.4% | +102.2% | -85.8% | +30.0% |
| All | +16.4% | +102.2% | -85.8% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling