+131,458.9%
AAPL vs ORCL
+25,328.6%
+106,130.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -0.7% | -11.2% | +10.5% | +2.6% |
| 30D | +1.7% | -18.8% | +20.5% | +7.0% |
| 3M | +9.7% | -18.8% | +28.5% | +14.5% |
| 6M | +19.3% | -39.7% | +59.0% | +33.6% |
| YTD | +26.3% | -39.6% | +65.9% | +38.5% |
| 1Y | +27.4% | -51.7% | +79.1% | +48.6% |
| 3Y | +93.6% | +10.2% | +83.4% | +59.1% |
| 5Y | +131.7% | +30.8% | +100.9% | +77.6% |
| 10Y | +1,268.5% | +252.1% | +1,016.4% | +655.5% |
| All | +131,458.9% | +25,328.6% | +106,130.4% | +19,705.9% |
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 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