+292.4%
AAOI vs CVS
+32.3%
+260.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.3% |
| 7D | -0.2% | -2.2% | +2.0% | +1.0% |
| 30D | -23.7% | -0.1% | -23.6% | -23.9% |
| 3M | -39.0% | -5.2% | -33.8% | -37.5% |
| 6M | -17.0% | +26.9% | -43.9% | -29.2% |
| YTD | +202.2% | +22.1% | +180.2% | +147.4% |
| 1Y | +292.4% | +30.8% | +261.6% | +292.6% |
| All | +292.4% | +32.3% | +260.1% | +292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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