+804.4%
AAOI vs XEL
+46.5%
+757.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -0.3% | +0.1% | -0.1% |
| 30D | -23.7% | -3.9% | -19.8% | -23.5% |
| 3M | -39.0% | -2.8% | -36.2% | -39.0% |
| 6M | -17.0% | -5.4% | -11.7% | -16.9% |
| YTD | +202.2% | +3.8% | +198.5% | +203.0% |
| 1Y | +292.4% | +6.8% | +285.6% | +296.8% |
| 3Y | +804.4% | +45.6% | +758.8% | +1,027.7% |
| All | +804.4% | +46.5% | +757.9% | +1,027.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling