+1,298.1%
AAOI vs LSCC
+82.7%
+1,215.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -1.9% |
| 7D | +4.7% | +1.4% | +3.3% | +3.7% |
| 30D | -18.7% | -10.0% | -8.7% | -10.4% |
| 3M | -33.7% | -16.1% | -17.7% | -20.7% |
| 6M | -2.4% | +27.4% | -29.8% | -13.8% |
| YTD | +209.6% | +56.9% | +152.7% | +133.4% |
| 1Y | +355.0% | +74.6% | +280.4% | +221.1% |
| 3Y | +814.7% | +26.0% | +788.7% | +647.1% |
| 5Y | +1,298.1% | +86.1% | +1,211.9% | +694.9% |
| All | +1,298.1% | +82.7% | +1,215.3% | +694.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling