+160.9%
USO vs APO
+78.6%
+82.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.6% | +3.3% |
| 7D | -1.4% | +3.5% | -4.9% | -1.7% |
| 30D | -4.6% | +4.4% | -8.9% | -5.0% |
| 3M | +14.7% | -12.1% | +26.8% | +15.8% |
| 6M | +1.2% | -7.2% | +8.5% | +1.5% |
| YTD | +111.2% | -15.1% | +126.3% | +114.1% |
| 1Y | +109.3% | -7.7% | +117.0% | +109.2% |
| 3Y | +103.5% | +49.6% | +53.9% | +83.3% |
| 5Y | +160.9% | +78.3% | +82.7% | +136.3% |
| All | +160.9% | +78.6% | +82.4% | +136.3% |
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 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