+92.8%
ORCL vs AAOI
+1,289.1%
-1,196.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | -0.3% |
| 7D | +10.9% | +4.7% | +6.2% | +10.4% |
| 30D | +7.0% | -18.7% | +25.7% | +8.5% |
| 3M | -21.2% | -33.7% | +12.5% | -19.6% |
| 6M | +7.4% | -2.4% | +9.8% | +4.0% |
| YTD | -16.3% | +209.6% | -225.9% | -28.3% |
| 1Y | -32.3% | +355.0% | -387.3% | -44.5% |
| 3Y | +32.6% | +814.7% | -782.1% | -0.1% |
| All | +92.8% | +1,289.1% | -1,196.3% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling