+86.1%
USO vs APO
+936.6%
-850.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.3% | +8.0% | +6.1% |
| 7D | +11.5% | -4.9% | +16.4% | +12.6% |
| 30D | +24.1% | -8.4% | +32.5% | +26.1% |
| 3M | +17.9% | -2.1% | +20.0% | +17.6% |
| 6M | +49.6% | +19.2% | +30.4% | +41.4% |
| YTD | +129.0% | -10.5% | +139.5% | +130.8% |
| 1Y | +112.0% | -2.7% | +114.7% | +108.2% |
| 3Y | +102.3% | +52.5% | +49.8% | +69.6% |
| 5Y | +224.5% | +132.1% | +92.5% | +131.6% |
| All | +86.1% | +936.6% | -850.5% | -4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling