+416.0%
AAOI vs OXY
+7.5%
+408.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | -0.2% | +2.8% | -3.0% | -0.9% |
| 30D | -23.7% | +5.5% | -29.1% | -24.8% |
| 3M | -39.0% | +11.3% | -50.3% | -41.4% |
| 6M | -17.0% | +11.6% | -28.6% | -21.1% |
| YTD | +202.2% | +51.6% | +150.7% | +163.6% |
| 1Y | +292.4% | +36.2% | +256.2% | +252.1% |
| 3Y | +804.4% | +1.7% | +802.7% | +776.6% |
| 5Y | +1,318.0% | +164.5% | +1,153.6% | +958.4% |
| All | +416.0% | +7.5% | +408.5% | +366.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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