+86.5%
USO vs APA
+9.3%
+77.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.0% | +2.0% |
| 7D | +3.6% | -1.7% | +5.3% | +4.4% |
| 30D | +23.8% | +15.7% | +8.0% | +15.1% |
| 3M | +8.1% | +16.5% | -8.4% | +0.3% |
| 6M | +34.3% | +35.1% | -0.8% | +18.0% |
| YTD | +111.1% | +82.2% | +28.9% | +64.0% |
| 1Y | +99.9% | +102.5% | -2.5% | +47.6% |
| 3Y | +86.5% | +10.3% | +76.2% | +81.2% |
| All | +86.5% | +9.3% | +77.2% | +81.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling