+352.5%
AAOI vs XLU
+4.9%
+347.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.0% |
| 7D | -0.7% | +0.8% | -1.5% | -1.8% |
| 30D | -17.9% | -1.3% | -16.6% | -16.3% |
| 3M | -48.0% | -1.3% | -46.7% | -49.2% |
| 6M | +5.8% | -7.6% | +13.5% | +21.3% |
| YTD | +202.7% | +2.3% | +200.5% | +158.5% |
| 1Y | +352.5% | +5.8% | +346.8% | +283.1% |
| All | +352.5% | +4.9% | +347.6% | +283.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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