-28.0%
ORCL vs AAOI
+352.1%
-380.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.1% | -2.1% | +2.4% |
| 7D | +5.3% | -0.7% | +5.9% | +5.3% |
| 30D | +10.0% | -17.9% | +27.9% | +11.9% |
| 3M | -32.6% | -48.0% | +15.4% | -29.1% |
| 6M | +4.9% | +5.8% | -0.9% | -1.4% |
| YTD | -17.8% | +202.7% | -220.5% | -39.4% |
| 1Y | -28.0% | +352.5% | -380.5% | -65.8% |
| All | -28.0% | +352.1% | -380.1% | -65.8% |
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