+87.5%
AMZN vs ORCL
+32.8%
+54.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.2% | -0.7% |
| 7D | -3.0% | +5.3% | -8.2% | -4.0% |
| 30D | -5.2% | +10.0% | -15.2% | -7.0% |
| 3M | +1.9% | -32.6% | +34.4% | +8.6% |
| 6M | +19.2% | +4.9% | +14.3% | +15.9% |
| YTD | +12.0% | -17.8% | +29.7% | +14.0% |
| 1Y | +9.7% | -28.0% | +37.7% | +10.6% |
| All | +87.5% | +32.8% | +54.7% | +44.0% |
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 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