+826.4%
AAOI vs CSX
+67.5%
+758.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -2.0% | -2.0% |
| 7D | +4.7% | -0.6% | +5.2% | +5.2% |
| 30D | -18.7% | -3.2% | -15.5% | -16.0% |
| 3M | -33.7% | +2.6% | -36.3% | -36.0% |
| 6M | -2.4% | +19.8% | -22.3% | -22.8% |
| YTD | +209.6% | +34.7% | +175.0% | +112.8% |
| 1Y | +355.0% | +52.1% | +302.9% | +168.8% |
| All | +826.4% | +67.5% | +758.9% | +379.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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