+804.4%
AAOI vs XOP
+36.3%
+768.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -0.2% | +2.6% | -2.8% | -2.9% |
| 30D | -23.7% | +9.6% | -33.3% | -31.2% |
| 3M | -39.0% | +20.4% | -59.4% | -52.2% |
| 6M | -17.0% | +19.9% | -36.9% | -36.6% |
| YTD | +202.2% | +56.4% | +145.8% | +63.3% |
| 1Y | +292.4% | +52.4% | +240.0% | +117.0% |
| 3Y | +804.4% | +39.9% | +764.5% | +413.9% |
| All | +804.4% | +36.3% | +768.1% | +413.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling