+102.2%
USO vs APO
-5.6%
+107.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.1% | -16.2% | -5.4% |
| 7D | -12.7% | +8.2% | -20.9% | -10.0% |
| 30D | +1.0% | +6.4% | -5.4% | +3.7% |
| 3M | +25.6% | -7.4% | +33.0% | +24.1% |
| 6M | -1.5% | -4.2% | +2.7% | -0.7% |
| YTD | +110.3% | -14.1% | +124.4% | +117.6% |
| 1Y | +102.2% | -4.4% | +106.5% | +110.3% |
| All | +102.2% | -5.6% | +107.8% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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