+957.8%
AAOI vs OXY
+0.2%
+957.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | -0.2% | +2.8% | -3.0% | -1.0% |
| 30D | -23.7% | +5.5% | -29.1% | -24.9% |
| 3M | -39.0% | +11.3% | -50.3% | -41.6% |
| 6M | -17.0% | +11.6% | -28.6% | -21.4% |
| YTD | +202.2% | +51.6% | +150.7% | +160.6% |
| 1Y | +292.4% | +36.2% | +256.2% | +248.9% |
| 3Y | +804.4% | +1.7% | +802.7% | +776.9% |
| 5Y | +1,318.0% | +164.5% | +1,153.6% | +916.5% |
| 10Y | +436.7% | +6.1% | +430.7% | +390.8% |
| All | +957.8% | +0.2% | +957.7% | +893.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling