+192.9%
XOM vs AAOI
+445.6%
-252.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.4% |
| 7D | +4.1% | -0.2% | +4.2% | +4.1% |
| 30D | +4.6% | -23.7% | +28.3% | +5.4% |
| 3M | +14.0% | -39.0% | +53.0% | +15.1% |
| 6M | +11.0% | -17.0% | +28.0% | +9.5% |
| YTD | +40.7% | +202.2% | -161.5% | +30.4% |
| 1Y | +52.3% | +292.4% | -240.1% | +38.5% |
| 3Y | +60.5% | +804.4% | -743.9% | +32.2% |
| 5Y | +266.4% | +1,318.0% | -1,051.6% | +176.6% |
| All | +192.9% | +445.6% | -252.7% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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