+84.4%
USO vs APD
+191.9%
-107.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | -1.9% | +3.8% | -5.7% | -2.8% |
| 30D | -5.2% | +8.2% | -13.4% | -7.0% |
| 3M | +16.4% | +4.3% | +12.2% | +15.1% |
| 6M | +2.5% | +4.7% | -2.2% | +0.9% |
| YTD | +110.5% | +31.5% | +79.0% | +95.9% |
| 1Y | +108.4% | +23.5% | +84.9% | +96.6% |
| 3Y | +99.6% | +29.1% | +70.5% | +82.4% |
| 5Y | +160.1% | +15.9% | +144.2% | +143.3% |
| All | +84.4% | +191.9% | -107.5% | +39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling