-49.5%
ORCL vs AAOI
+91.2%
-140.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.3% | +5.4% | -1.1% |
| 7D | -14.4% | -27.9% | +13.5% | -11.1% |
| 30D | -12.8% | -51.2% | +38.4% | -5.9% |
| 3M | -14.8% | -55.0% | +40.2% | -7.9% |
| 6M | -30.9% | -65.7% | +34.9% | -25.2% |
| YTD | -35.7% | +70.0% | -105.7% | -40.4% |
| 1Y | -49.5% | +100.9% | -150.4% | -55.7% |
| All | -49.5% | +91.2% | -140.7% | -55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling