+108.4%
USO vs APA
+107.6%
+0.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -1.6% |
| 7D | -1.9% | +8.5% | -10.4% | -7.9% |
| 30D | -5.2% | +2.8% | -8.0% | -7.2% |
| 3M | +16.4% | +21.7% | -5.3% | 0.0% |
| 6M | +2.5% | +32.6% | -30.1% | -17.5% |
| YTD | +110.5% | +103.7% | +6.8% | +41.4% |
| 1Y | +108.4% | +101.8% | +6.6% | +40.2% |
| All | +108.4% | +107.6% | +0.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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