-56.3%
USO vs APO
+1,612.1%
-1,668.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.7% |
| 7D | -1.9% | +5.8% | -7.7% | -3.2% |
| 30D | -5.2% | +8.9% | -14.1% | -7.4% |
| 3M | +16.4% | -13.6% | +30.1% | +19.3% |
| 6M | +2.5% | -5.4% | +7.9% | +2.2% |
| YTD | +110.5% | -13.6% | +124.1% | +112.3% |
| 1Y | +108.4% | -2.5% | +110.9% | +103.6% |
| 3Y | +99.6% | +50.9% | +48.8% | +67.5% |
| 5Y | +160.1% | +81.4% | +78.7% | +100.3% |
| 10Y | +86.3% | +843.9% | -757.6% | -12.9% |
| All | -56.3% | +1,612.1% | -1,668.4% | -83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling