+22.1%
AAPL vs ORCL
+6.6%
+15.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -2.6% |
| 7D | +0.1% | +5.3% | -5.2% | -0.1% |
| 30D | +3.0% | +10.0% | -7.0% | +2.7% |
| 3M | +2.9% | -32.6% | +35.5% | +6.1% |
| 6M | +22.1% | +4.9% | +17.2% | +21.9% |
| All | +22.1% | +6.6% | +15.5% | +21.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling