+112.0%
USO vs APA
+111.4%
+0.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.7% | +6.3% | +6.1% |
| 7D | +11.5% | +0.8% | +10.7% | +10.8% |
| 30D | +24.1% | +9.6% | +14.5% | +16.5% |
| 3M | +17.9% | +18.0% | -0.1% | +5.1% |
| 6M | +49.6% | +41.9% | +7.7% | +24.4% |
| YTD | +129.0% | +86.3% | +42.7% | +70.3% |
| 1Y | +112.0% | +97.9% | +14.1% | +54.1% |
| All | +112.0% | +111.4% | +0.6% | +54.1% |
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