+957.8%
AAOI vs XLU
+239.7%
+718.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | -0.2% | -1.6% | +1.4% | +0.6% |
| 30D | -23.7% | -3.3% | -20.4% | -22.5% |
| 3M | -39.0% | -3.2% | -35.9% | -38.4% |
| 6M | -17.0% | -7.0% | -10.1% | -14.6% |
| YTD | +202.2% | +0.6% | +201.6% | +201.2% |
| 1Y | +292.4% | +2.4% | +290.0% | +290.6% |
| 3Y | +804.4% | +46.3% | +758.1% | +700.0% |
| 5Y | +1,318.0% | +44.0% | +1,274.1% | +1,153.2% |
| 10Y | +436.7% | +140.1% | +296.7% | +300.7% |
| All | +957.8% | +239.7% | +718.2% | +556.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling