Andrew David Gordon

XFLT

INSIDER · XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST · CIK 0001717955

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$20.0K

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

4,272

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Andrew David Gordon, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+100.00%	+4.96%	+10.00%	-5.04%	-5.04%	—
14d	2	+0.00%	-5.82%	+6.90%	-12.72%	-12.72%	—
30d	2	+50.00%	-3.11%	+21.47%	-24.58%	-24.58%	—
60d	2	+100.00%	+4.96%	+25.50%	-20.54%	-20.54%	—
90d	2	+100.00%	+22.46%	+33.31%	-10.85%	-10.85%	—
180d	2	+100.00%	+39.86%	+45.82%	-5.96%	-5.96%	—
1y	2	+100.00%	+123.66%	+69.24%	+54.42%	+54.42%	—
2y	2	+100.00%	+130.91%	+95.67%	+35.24%	+35.24%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

XFLT · 4,272 shares · as of Mar 20, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
XFLT XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST	PURCHASE	2,050	$4.89	$10.0K	4,272	Mar 20, 2020	Mar 23, 2020 ↗
XFLT XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST	PURCHASE	2,222	$4.47	$9.9K	2,222	Mar 19, 2020	Mar 23, 2020 ↗

Other insiders · XFLT

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About this filer

CIK 0001717955

ROLE

Insider

PRIMARY

XFLT

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001717955DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Andrew David Gordon

The morning brief, before the bell.