-6.7%
AVGO vs ORCL
-51.4%
+44.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.5% |
| 7D | 0.0% | -6.5% | +6.5% | +2.7% |
| 30D | -8.2% | -16.6% | +8.4% | -2.1% |
| 3M | -21.3% | -21.6% | +0.3% | -14.5% |
| 6M | -22.5% | -39.4% | +16.8% | -9.4% |
| YTD | -3.6% | -38.7% | +35.1% | +15.3% |
| 1Y | -6.7% | -50.4% | +43.7% | +22.1% |
| All | -6.7% | -51.4% | +44.7% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling