+104.3%
USO vs APD
+5.1%
+99.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.8% |
| 7D | +6.2% | -4.6% | +10.8% | +6.7% |
| 30D | +19.1% | -4.2% | +23.3% | +19.5% |
| 3M | +14.2% | +5.0% | +9.2% | +13.3% |
| 6M | +43.7% | +8.9% | +34.8% | +42.6% |
| YTD | +116.8% | +21.9% | +94.9% | +114.5% |
| 1Y | +104.3% | +5.6% | +98.8% | +87.7% |
| All | +104.3% | +5.1% | +99.2% | +87.7% |
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