-52.3%
USO vs APTV
+180.9%
-233.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.6% | +7.5% | +3.8% |
| 7D | +3.6% | +2.0% | +1.6% | +3.1% |
| 30D | +23.8% | -7.7% | +31.5% | +25.5% |
| 3M | +8.1% | -34.0% | +42.1% | +16.3% |
| 6M | +34.3% | -37.1% | +71.4% | +44.4% |
| YTD | +111.1% | -39.9% | +151.0% | +128.4% |
| 1Y | +99.9% | -44.4% | +144.4% | +119.4% |
| 3Y | +86.5% | -54.5% | +141.0% | +107.1% |
| 5Y | +200.5% | -69.1% | +269.6% | +255.2% |
| 10Y | +66.5% | -20.0% | +86.5% | +33.1% |
| All | -52.3% | +180.9% | -233.2% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded APTV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling