+352.5%
AAOI vs SHEL
+32.9%
+319.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.5% | +4.4% |
| 7D | -0.7% | +2.2% | -2.9% | -3.0% |
| 30D | -17.9% | +6.8% | -24.8% | -23.7% |
| 3M | -48.0% | +8.1% | -56.1% | -52.0% |
| 6M | +5.8% | +14.4% | -8.6% | -13.9% |
| YTD | +202.7% | +30.0% | +172.8% | +112.7% |
| 1Y | +352.5% | +33.3% | +319.2% | +207.8% |
| All | +352.5% | +32.9% | +319.6% | +207.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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