+786.6%
AAOI vs XLE
+54.2%
+732.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.6% |
| 7D | +2.9% | +0.5% | +2.4% | +2.3% |
| 30D | -23.1% | +6.6% | -29.7% | -28.7% |
| 3M | -41.0% | +12.3% | -53.3% | -49.8% |
| 6M | -14.3% | +18.4% | -32.7% | -32.6% |
| YTD | +196.3% | +47.2% | +149.1% | +73.4% |
| 1Y | +272.6% | +50.3% | +222.3% | +110.6% |
| All | +786.6% | +54.2% | +732.4% | +375.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling