+108.4%
USO vs APO
-6.0%
+114.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | +0.3% |
| 7D | -1.9% | +5.8% | -7.7% | +0.1% |
| 30D | -5.2% | +8.9% | -14.1% | -1.7% |
| 3M | +16.4% | -13.6% | +30.1% | +13.4% |
| 6M | +2.5% | -5.4% | +7.9% | +3.4% |
| YTD | +110.5% | -13.6% | +124.1% | +119.7% |
| 1Y | +108.4% | -2.5% | +110.9% | +117.4% |
| All | +108.4% | -6.0% | +114.4% | +117.4% |
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