+416.0%
AAOI vs CNQ
+426.2%
-10.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -23.7% | +6.2% | -29.9% | -25.5% |
| 3M | -39.0% | +12.4% | -51.4% | -42.3% |
| 6M | -17.0% | +9.0% | -26.1% | -20.5% |
| YTD | +202.2% | +52.2% | +150.0% | +154.0% |
| 1Y | +292.4% | +65.0% | +227.4% | +220.1% |
| 3Y | +804.4% | +78.8% | +725.5% | +627.3% |
| 5Y | +1,318.0% | +286.0% | +1,032.1% | +779.4% |
| All | +416.0% | +426.2% | -10.3% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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