+29.6%
AAPL vs ORCL
-44.9%
+74.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.8% | -6.8% | +2.0% |
| 7D | +1.8% | +3.8% | -2.0% | +1.7% |
| 30D | +4.3% | -6.6% | +10.9% | +4.3% |
| 3M | +16.6% | -11.4% | +28.1% | +16.5% |
| 6M | +21.6% | -33.3% | +54.9% | +22.8% |
| YTD | +31.2% | -33.3% | +64.4% | +32.6% |
| 1Y | +29.6% | -44.9% | +74.5% | +30.3% |
| All | +29.6% | -44.9% | +74.5% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL 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 1y: compounded portfolio wealth divided by compounded ORCL 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…
1y analysis · Full analysis span regression · 6 months rolling