+133.0%
AAPL vs ORCL
+30.4%
+102.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -0.7% | -11.2% | +10.5% | +0.9% |
| 30D | +1.7% | -18.8% | +20.5% | +4.3% |
| 3M | +9.7% | -18.8% | +28.5% | +12.0% |
| 6M | +19.3% | -39.7% | +59.0% | +27.0% |
| YTD | +26.3% | -39.6% | +65.9% | +33.5% |
| 1Y | +27.4% | -51.7% | +79.1% | +40.5% |
| 3Y | +93.6% | +10.2% | +83.4% | +42.6% |
| All | +133.0% | +30.4% | +102.6% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling