+95.3%
AAPL vs ORCL
+14.8%
+80.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | +4.1% | +8.0% | -3.8% | +3.6% |
| 30D | +4.0% | -4.0% | +7.9% | +4.1% |
| 3M | +16.8% | -19.5% | +36.3% | +18.0% |
| 6M | +19.4% | -33.5% | +52.9% | +22.2% |
| YTD | +31.5% | -34.8% | +66.3% | +34.6% |
| 1Y | +31.0% | -41.6% | +72.6% | +35.2% |
| 3Y | +95.3% | +13.8% | +81.5% | +61.8% |
| All | +95.3% | +14.8% | +80.4% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling