+331.1%
AMD vs ORCL
+34.3%
+296.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.1% | +1.6% | +3.6% |
| 7D | +2.6% | +5.3% | -2.7% | +0.6% |
| 30D | -0.9% | +10.0% | -10.9% | -4.7% |
| 3M | -8.7% | -32.6% | +23.9% | +3.9% |
| 6M | +136.3% | +4.9% | +131.4% | +126.4% |
| YTD | +123.0% | -17.8% | +140.7% | +131.3% |
| 1Y | +195.2% | -28.0% | +223.2% | +205.7% |
| All | +331.1% | +34.3% | +296.8% | +206.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling