+355.9%
APH vs USO
+196.2%
+159.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +5.0% | +9.5% | -4.5% | +4.6% |
| 30D | -3.9% | +23.6% | -27.5% | -4.7% |
| 3M | +13.0% | +3.8% | +9.2% | +12.9% |
| 6M | +25.2% | +55.0% | -29.9% | +19.7% |
| YTD | +22.9% | +105.3% | -82.3% | +13.3% |
| 1Y | +47.8% | +91.4% | -43.5% | +37.4% |
| 3Y | +283.0% | +84.6% | +198.5% | +253.5% |
| All | +355.9% | +196.2% | +159.7% | +238.9% |
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