+6.7%
AMZN vs ORCL
-49.8%
+56.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.1% | +6.4% |
| 7D | +4.5% | -14.4% | +18.9% | +6.9% |
| 30D | +5.8% | -12.8% | +18.7% | +7.7% |
| 3M | -4.1% | -14.8% | +10.7% | -2.3% |
| 6M | -2.2% | -30.9% | +28.7% | +0.7% |
| YTD | +15.3% | -35.7% | +50.9% | +19.9% |
| 1Y | +6.7% | -49.5% | +56.2% | +13.4% |
| All | +6.7% | -49.8% | +56.5% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling