+416.0%
AAOI vs XPO
+1,516.3%
-1,100.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -5.7% | +5.5% | +2.6% |
| 30D | -23.7% | -12.8% | -10.9% | -18.2% |
| 3M | -39.0% | -20.0% | -19.0% | -31.8% |
| 6M | -17.0% | -6.0% | -11.0% | -14.0% |
| YTD | +202.2% | +34.0% | +168.2% | +165.8% |
| 1Y | +292.4% | +35.6% | +256.9% | +244.9% |
| 3Y | +804.4% | +152.3% | +652.1% | +534.9% |
| 5Y | +1,318.0% | +264.4% | +1,053.7% | +743.8% |
| All | +416.0% | +1,516.3% | -1,100.3% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling