+1,314.2%
AAOI vs XPO
+261.3%
+1,053.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | -0.2% | -5.7% | +5.5% | +3.6% |
| 30D | -23.7% | -12.8% | -10.9% | -16.2% |
| 3M | -39.0% | -20.0% | -19.0% | -29.3% |
| 6M | -17.0% | -6.0% | -11.0% | -13.3% |
| YTD | +202.2% | +34.0% | +168.2% | +152.5% |
| 1Y | +292.4% | +35.6% | +256.9% | +226.8% |
| 3Y | +804.4% | +152.3% | +652.1% | +456.0% |
| All | +1,314.2% | +261.3% | +1,053.0% | +646.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling