+112.0%
USO vs APO
-3.6%
+115.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.3% | +8.0% | +5.1% |
| 7D | +11.5% | -4.9% | +16.4% | +10.3% |
| 30D | +24.1% | -8.4% | +32.5% | +22.0% |
| 3M | +17.9% | -2.1% | +20.0% | +18.3% |
| 6M | +49.6% | +19.2% | +30.4% | +53.5% |
| YTD | +129.0% | -10.5% | +139.5% | +136.1% |
| 1Y | +112.0% | -2.7% | +114.7% | +116.3% |
| All | +112.0% | -3.6% | +115.6% | +116.3% |
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