+85.6%
AMZN vs ORCL
+11.3%
+74.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | +7.9% | -11.2% | +19.0% | +10.0% |
| 30D | -0.2% | -18.8% | +18.6% | +3.2% |
| 3M | -4.8% | -18.8% | +14.0% | -1.7% |
| 6M | -5.7% | -39.7% | +34.0% | +1.5% |
| YTD | +12.3% | -39.6% | +52.0% | +20.2% |
| 1Y | +6.7% | -51.7% | +58.4% | +19.1% |
| 3Y | +85.6% | +10.2% | +75.3% | +46.6% |
| All | +85.6% | +11.3% | +74.3% | +46.6% |
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