+292.4%
AAOI vs CDE
+40.5%
+251.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.3% |
| 7D | -0.2% | -3.1% | +2.9% | +1.5% |
| 30D | -23.7% | +9.5% | -33.2% | -28.2% |
| 3M | -39.0% | +25.5% | -64.5% | -47.1% |
| 6M | -17.0% | -7.9% | -9.1% | -16.2% |
| YTD | +202.2% | +15.6% | +186.7% | +159.6% |
| 1Y | +292.4% | +34.0% | +258.4% | +179.3% |
| All | +292.4% | +40.5% | +251.9% | +179.3% |
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