+263,909.3%
AMZN vs ORCL
+3,955.9%
+259,953.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.2% | -1.4% |
| 7D | -3.0% | +5.3% | -8.2% | -5.1% |
| 30D | -5.2% | +10.0% | -15.2% | -9.3% |
| 3M | +1.9% | -32.6% | +34.4% | +18.0% |
| 6M | +19.2% | +4.9% | +14.3% | +11.8% |
| YTD | +12.0% | -17.8% | +29.7% | +15.0% |
| 1Y | +9.7% | -28.0% | +37.7% | +11.6% |
| 3Y | +87.2% | +36.0% | +51.1% | +35.5% |
| 5Y | +48.7% | +88.7% | -40.1% | -8.5% |
| 10Y | +569.3% | +346.9% | +222.4% | +167.2% |
| All | +263,909.3% | +3,955.9% | +259,953.5% | +31,606.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling