+328.9%
ORCL vs AAOI
+445.6%
-116.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.7% | -1.9% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -2.0% | -23.7% | +21.7% | -0.1% |
| 3M | -18.1% | -39.0% | +20.9% | -15.8% |
| 6M | -7.2% | -17.0% | +9.8% | -8.9% |
| YTD | -22.2% | +202.2% | -224.4% | -33.0% |
| 1Y | -50.6% | +292.4% | -343.0% | -59.0% |
| 3Y | +22.9% | +804.4% | -781.5% | -9.4% |
| 5Y | +79.3% | +1,318.0% | -1,238.8% | +21.3% |
| All | +328.9% | +445.6% | -116.7% | +179.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling