+91.4%
USO vs APTV
-56.4%
+147.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.7% | +5.4% | +2.6% |
| 7D | +6.2% | -1.2% | +7.4% | +6.2% |
| 30D | +19.1% | -10.6% | +29.7% | +18.6% |
| 3M | +14.2% | -35.0% | +49.2% | +12.6% |
| 6M | +43.7% | -38.9% | +82.6% | +43.6% |
| YTD | +116.8% | -41.5% | +158.3% | +117.0% |
| 1Y | +104.3% | -45.8% | +150.2% | +104.9% |
| All | +91.4% | -56.4% | +147.8% | +76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling