+100.9%
AAOI vs SHEL
+43.6%
+57.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.2% | -5.1% | -6.0% |
| 7D | -27.9% | -3.2% | -24.7% | -26.4% |
| 30D | -51.2% | +5.5% | -56.8% | -53.8% |
| 3M | -55.0% | +14.4% | -69.3% | -60.7% |
| 6M | -65.7% | +16.2% | -81.9% | -70.0% |
| YTD | +70.0% | +42.4% | +27.6% | +15.0% |
| 1Y | +100.9% | +43.3% | +57.6% | +33.7% |
| All | +100.9% | +43.6% | +57.3% | +33.7% |
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