+379.9%
CSCO vs AAOI
+445.6%
-65.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.0% | +2.4% | +4.2% |
| 7D | +2.7% | -0.2% | +2.8% | +2.7% |
| 30D | -9.5% | -23.7% | +14.2% | -8.2% |
| 3M | -7.6% | -39.0% | +31.4% | -5.8% |
| 6M | +44.9% | -17.0% | +61.9% | +42.7% |
| YTD | +47.7% | +202.2% | -154.5% | +32.5% |
| 1Y | +69.1% | +292.4% | -223.3% | +47.6% |
| 3Y | +113.5% | +804.4% | -690.9% | +63.3% |
| 5Y | +122.8% | +1,318.0% | -1,195.3% | +52.5% |
| All | +379.9% | +445.6% | -65.7% | +217.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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