-92.1%
AAOX vs SPXU
-38.0%
-54.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -4.9% | -10.1% | -29.4% |
| 7D | -50.3% | +2.2% | -52.4% | -45.8% |
| 30D | -79.8% | +3.8% | -83.6% | -74.3% |
| 3M | -85.9% | +3.3% | -89.2% | -81.6% |
| 6M | -95.7% | -16.7% | -79.0% | -95.3% |
| All | -92.1% | -38.0% | -54.1% | -93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling