+352.5%
AAOI vs XEL
+7.2%
+345.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.4% |
| 7D | -0.7% | -1.0% | +0.3% | -0.3% |
| 30D | -17.9% | -1.9% | -16.0% | -17.3% |
| 3M | -48.0% | -1.9% | -46.1% | -48.4% |
| 6M | +5.8% | -7.4% | +13.3% | +9.0% |
| YTD | +202.7% | +4.1% | +198.7% | +192.9% |
| 1Y | +352.5% | +8.0% | +344.5% | +392.7% |
| All | +352.5% | +7.2% | +345.3% | +392.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1y: compounded portfolio wealth divided by compounded XEL 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…
1y analysis · Full analysis span regression · 6 months rolling