+270.3%
ORCL vs AAOI
+97.8%
+172.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.6% | +4.2% | -0.9% |
| 7D | +8.0% | -0.5% | +8.4% | +8.0% |
| 30D | -4.0% | -42.1% | +38.2% | +0.7% |
| 3M | -19.5% | -61.6% | +42.2% | -12.9% |
| 6M | -33.5% | -77.6% | +44.2% | -25.9% |
| YTD | -34.8% | +43.1% | -77.9% | -40.2% |
| 1Y | -41.6% | +138.6% | -180.2% | -49.0% |
| 3Y | +13.8% | +353.5% | -339.8% | -10.3% |
| 5Y | +43.4% | +720.6% | -677.2% | +2.7% |
| All | +270.3% | +97.8% | +172.4% | +168.3% |
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