+100.9%
AAOI vs XOP
+45.9%
+55.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -6.4% | -1.0% | -4.9% |
| 7D | -27.9% | -10.5% | -17.4% | -24.8% |
| 30D | -51.2% | -4.3% | -46.9% | -50.5% |
| 3M | -55.0% | +4.7% | -59.7% | -56.1% |
| 6M | -65.7% | -0.1% | -65.7% | -65.9% |
| YTD | +70.0% | +43.8% | +26.2% | +47.5% |
| 1Y | +100.9% | +45.3% | +55.6% | +75.1% |
| All | +100.9% | +45.9% | +55.1% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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