+983.6%
AAOI vs XLE
+150.4%
+833.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.1% | -3.8% |
| 7D | +4.7% | +0.3% | +4.3% | +4.4% |
| 30D | -18.7% | +8.5% | -27.3% | -22.9% |
| 3M | -33.7% | +14.6% | -48.4% | -40.0% |
| 6M | -2.4% | +17.6% | -20.0% | -13.0% |
| YTD | +209.6% | +48.1% | +161.5% | +138.5% |
| 1Y | +355.0% | +53.8% | +301.2% | +242.8% |
| 3Y | +814.7% | +56.2% | +758.4% | +604.4% |
| 5Y | +1,298.1% | +227.7% | +1,070.3% | +572.3% |
| 10Y | +449.8% | +181.3% | +268.5% | +178.6% |
| All | +983.6% | +150.4% | +833.3% | +530.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling