+48.6%
AMZN vs ORCL
+30.4%
+18.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.6% |
| 7D | +7.9% | -11.2% | +19.0% | +10.9% |
| 30D | -0.2% | -18.8% | +18.6% | +4.6% |
| 3M | -4.8% | -18.8% | +14.0% | -0.6% |
| 6M | -5.7% | -39.7% | +34.0% | +4.9% |
| YTD | +12.3% | -39.6% | +52.0% | +23.6% |
| 1Y | +6.7% | -51.7% | +58.4% | +24.9% |
| 3Y | +85.6% | +10.2% | +75.3% | +33.6% |
| All | +48.6% | +30.4% | +18.2% | -13.3% |
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