+416.0%
AAOI vs LYB
+48.3%
+367.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +3.0% | +2.4% |
| 7D | -0.2% | +0.3% | -0.4% | -0.3% |
| 30D | -23.7% | +2.5% | -26.2% | -24.5% |
| 3M | -39.0% | +1.4% | -40.4% | -40.1% |
| 6M | -17.0% | -3.5% | -13.6% | -18.0% |
| YTD | +202.2% | +52.0% | +150.3% | +138.2% |
| 1Y | +292.4% | +22.1% | +270.3% | +241.9% |
| 3Y | +804.4% | -22.8% | +827.1% | +862.1% |
| 5Y | +1,318.0% | -3.4% | +1,321.4% | +1,238.3% |
| All | +416.0% | +48.3% | +367.7% | +264.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 10y: compounded portfolio wealth divided by compounded LYB 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…
10y analysis · Full analysis span regression · 6 months rolling