+264,716.1%
AMZN vs ORCL
+2,876.6%
+261,839.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.7% |
| 7D | +7.9% | -11.2% | +19.0% | +12.7% |
| 30D | -0.2% | -18.8% | +18.6% | +7.5% |
| 3M | -4.8% | -18.8% | +14.0% | +1.7% |
| 6M | -5.7% | -39.7% | +34.0% | +11.3% |
| YTD | +12.3% | -39.6% | +52.0% | +29.1% |
| 1Y | +6.7% | -51.7% | +58.4% | +33.5% |
| 3Y | +85.6% | +10.2% | +75.3% | +44.6% |
| 5Y | +47.4% | +30.8% | +16.5% | +4.5% |
| 10Y | +586.8% | +252.1% | +334.8% | +197.5% |
| All | +264,716.1% | +2,876.6% | +261,839.5% | +35,504.5% |
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