+143.3%
AAPL vs ORCL
+43.0%
+100.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.6% |
| 7D | +4.1% | +8.0% | -3.8% | +3.0% |
| 30D | +4.0% | -4.0% | +7.9% | +4.2% |
| 3M | +16.8% | -19.5% | +36.3% | +19.6% |
| 6M | +19.4% | -33.5% | +52.9% | +25.1% |
| YTD | +31.5% | -34.8% | +66.3% | +37.5% |
| 1Y | +31.0% | -41.6% | +72.6% | +39.5% |
| 3Y | +95.3% | +13.8% | +81.5% | +45.4% |
| All | +143.3% | +43.0% | +100.4% | +46.3% |
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 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