+100.9%
AAOI vs XEL
+1.7%
+99.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.2% | -9.6% | -7.9% |
| 7D | -27.9% | +4.3% | -32.2% | -28.8% |
| 30D | -51.2% | +12.6% | -63.8% | -54.2% |
| 3M | -55.0% | +4.4% | -59.3% | -55.7% |
| 6M | -65.7% | +0.7% | -66.5% | -65.5% |
| YTD | +70.0% | +11.5% | +58.5% | +48.8% |
| 1Y | +100.9% | +1.7% | +99.2% | +104.6% |
| All | +100.9% | +1.7% | +99.2% | +104.6% |
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