+1,314.2%
AAOI vs XOP
+158.8%
+1,155.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -0.2% | +2.6% | -2.8% | -1.9% |
| 30D | -23.7% | +9.6% | -33.3% | -28.4% |
| 3M | -39.0% | +20.4% | -59.4% | -47.2% |
| 6M | -17.0% | +19.9% | -36.9% | -28.7% |
| YTD | +202.2% | +56.4% | +145.8% | +115.9% |
| 1Y | +292.4% | +52.4% | +240.0% | +185.2% |
| 3Y | +804.4% | +39.9% | +764.5% | +597.6% |
| All | +1,314.2% | +158.8% | +1,155.4% | +812.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling