+937.0%
AAOI vs XOP
-7.4%
+944.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.4% |
| 7D | +2.9% | +1.6% | +1.3% | +2.1% |
| 30D | -23.1% | +9.6% | -32.7% | -26.5% |
| 3M | -41.0% | +16.9% | -57.9% | -46.0% |
| 6M | -14.3% | +24.0% | -38.3% | -24.0% |
| YTD | +196.3% | +56.2% | +140.1% | +135.1% |
| 1Y | +272.6% | +51.8% | +220.8% | +200.0% |
| 3Y | +775.3% | +37.0% | +738.4% | +663.1% |
| 5Y | +1,290.2% | +163.4% | +1,126.8% | +789.0% |
| 10Y | +426.2% | +56.6% | +369.6% | +262.2% |
| All | +937.0% | -7.4% | +944.5% | +847.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling