+352.5%
AAOI vs XLE
+49.3%
+303.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.5% |
| 7D | -0.7% | +2.2% | -2.9% | -1.7% |
| 30D | -17.9% | +11.8% | -29.7% | -22.4% |
| 3M | -48.0% | +9.8% | -57.8% | -49.8% |
| 6M | +5.8% | +15.6% | -9.7% | -4.1% |
| YTD | +202.7% | +45.3% | +157.5% | +151.3% |
| 1Y | +352.5% | +48.3% | +304.2% | +266.0% |
| All | +352.5% | +49.3% | +303.3% | +266.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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