+2,664.5%
APH vs USO
-74.0%
+2,738.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +6.2% | -54.0% | -48.9% |
| 7D | -48.7% | +9.2% | -57.9% | -50.1% |
| 30D | -51.9% | +23.6% | -75.5% | -54.4% |
| 3M | -43.6% | +3.8% | -47.4% | -44.9% |
| 6M | -37.5% | +55.0% | -92.6% | -45.2% |
| YTD | -38.6% | +105.3% | -143.9% | -49.6% |
| 1Y | -26.3% | +91.4% | -117.7% | -38.6% |
| 3Y | +89.2% | +84.6% | +4.6% | +56.1% |
| 5Y | +119.8% | +191.7% | -71.9% | +57.0% |
| 10Y | +454.3% | +73.3% | +381.0% | +313.6% |
| All | +2,664.5% | -74.0% | +2,738.5% | +2,868.6% |
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