+481.5%
ORCL vs AAOI
+1,015.5%
-534.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.7% | -3.3% | +1.9% |
| 7D | +15.0% | +7.9% | +7.1% | +14.2% |
| 30D | +10.5% | -17.8% | +28.3% | +11.9% |
| 3M | -23.0% | -43.3% | +20.3% | -20.5% |
| 6M | +7.0% | +16.7% | -9.7% | +2.0% |
| YTD | -15.8% | +220.0% | -235.8% | -27.9% |
| 1Y | -31.1% | +372.1% | -403.1% | -43.4% |
| 3Y | +33.3% | +845.3% | -812.1% | -2.7% |
| 5Y | +94.3% | +1,333.8% | -1,239.5% | +29.3% |
| 10Y | +363.4% | +457.2% | -93.8% | +195.3% |
| All | +481.5% | +1,015.5% | -534.0% | +248.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling