+100.9%
AAOI vs CDE
+0.7%
+100.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +8.7% | -16.1% | -12.6% |
| 7D | -27.9% | +1.1% | -29.0% | -28.6% |
| 30D | -51.2% | -14.5% | -36.8% | -46.4% |
| 3M | -55.0% | -10.1% | -44.9% | -53.3% |
| 6M | -65.7% | -16.9% | -48.9% | -62.5% |
| YTD | +70.0% | -18.1% | +88.2% | +67.9% |
| 1Y | +100.9% | +5.6% | +95.3% | +52.7% |
| All | +100.9% | +0.7% | +100.2% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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