+214.1%
USO vs APO
+136.0%
+78.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 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% | +14.1% |
| 6M | +43.7% | +22.1% | +21.6% | +39.1% |
| YTD | +116.8% | -8.4% | +125.2% | +118.6% |
| 1Y | +104.3% | -0.9% | +105.3% | +102.8% |
| 3Y | +91.5% | +56.1% | +35.4% | +72.2% |
| 5Y | +214.1% | +136.0% | +78.1% | +160.2% |
| All | +214.1% | +136.0% | +78.1% | +160.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling