+91.4%
USO vs APO
+54.4%
+36.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | +6.2% | -1.0% | +7.2% | +6.3% |
| 30D | +19.1% | -0.4% | +19.5% | +19.0% |
| 3M | +14.2% | -0.9% | +15.1% | +14.3% |
| 6M | +43.7% | +22.1% | +21.6% | +41.0% |
| YTD | +116.8% | -8.4% | +125.2% | +119.9% |
| 1Y | +104.3% | -0.9% | +105.3% | +104.4% |
| All | +91.4% | +54.4% | +36.9% | +85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling