+97.3%
USO vs APD
+23.0%
+74.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -10.6% | -0.2% | -10.3% | -10.6% |
| 30D | -4.6% | +11.0% | -15.6% | -5.9% |
| 3M | +12.3% | +2.0% | +10.3% | +12.1% |
| 6M | +5.9% | +7.1% | -1.2% | +5.1% |
| YTD | +104.5% | +29.8% | +74.8% | +96.8% |
| 1Y | +97.3% | +24.0% | +73.3% | +91.2% |
| All | +97.3% | +23.0% | +74.3% | +91.2% |
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