+91.4%
USO vs APD
+6.0%
+85.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +9.5% | -2.2% | +11.7% | +9.7% |
| 30D | +23.6% | +2.1% | +21.5% | +23.2% |
| 3M | +3.8% | +7.2% | -3.4% | +2.8% |
| 6M | +55.0% | +11.2% | +43.8% | +53.5% |
| YTD | +105.3% | +24.4% | +80.9% | +102.7% |
| 1Y | +91.4% | +6.7% | +84.7% | +73.6% |
| All | +91.4% | +6.0% | +85.3% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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