+336.5%
ORCL vs AAOI
+434.9%
-98.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.3% | -1.1% | -5.0% |
| 7D | -0.7% | +2.9% | -3.6% | -0.9% |
| 30D | +5.1% | -23.1% | +28.2% | +7.1% |
| 3M | -23.7% | -41.0% | +17.3% | -21.4% |
| 6M | +3.1% | -14.3% | +17.4% | +1.0% |
| YTD | -20.8% | +196.3% | -217.1% | -31.7% |
| 1Y | -52.9% | +272.6% | -325.5% | -60.7% |
| 3Y | +25.4% | +775.3% | -749.9% | -7.3% |
| 5Y | +82.4% | +1,290.2% | -1,207.7% | +23.7% |
| All | +336.5% | +434.9% | -98.4% | +185.0% |
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