+337.5%
AMD vs ORCL
+88.6%
+248.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.1% | +1.6% | +3.3% |
| 7D | +2.6% | +5.3% | -2.7% | +0.1% |
| 30D | -0.9% | +10.0% | -10.9% | -5.6% |
| 3M | -8.7% | -32.6% | +23.9% | +7.8% |
| 6M | +136.3% | +4.9% | +131.4% | +122.9% |
| YTD | +123.0% | -17.8% | +140.7% | +134.0% |
| 1Y | +195.2% | -28.0% | +223.2% | +207.5% |
| 3Y | +336.3% | +36.0% | +300.3% | +173.7% |
| All | +337.5% | +88.6% | +248.9% | +100.4% |
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 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