+122,851.4%
AAPL vs ORCL
+34,548.3%
+88,303.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -3.4% |
| 7D | +0.1% | +5.3% | -5.2% | -1.7% |
| 30D | +3.0% | +10.0% | -7.0% | -0.4% |
| 3M | +2.9% | -32.6% | +35.5% | +14.1% |
| 6M | +22.1% | +4.9% | +17.2% | +16.0% |
| YTD | +18.0% | -17.8% | +35.8% | +19.7% |
| 1Y | +33.9% | -28.0% | +61.9% | +35.1% |
| 3Y | +71.2% | +36.0% | +35.2% | +33.8% |
| 5Y | +112.6% | +88.7% | +23.9% | +47.8% |
| 10Y | +1,198.8% | +346.9% | +851.9% | +577.6% |
| All | +122,851.4% | +34,548.3% | +88,303.1% | +17,019.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling