+22.9%
ORCL vs AAOI
+772.2%
-749.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.7% | -2.0% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -2.0% | -23.7% | +21.7% | +0.6% |
| 3M | -18.1% | -39.0% | +20.9% | -15.0% |
| 6M | -7.2% | -17.0% | +9.8% | -9.8% |
| YTD | -22.2% | +202.2% | -224.4% | -37.8% |
| 1Y | -50.6% | +292.4% | -343.0% | -62.8% |
| 3Y | +22.9% | +804.4% | -781.5% | -24.2% |
| All | +22.9% | +772.2% | -749.3% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling