+3.0%
GOOG vs ORCL
-45.6%
+48.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | +4.8% | +10.4% | -5.5% | +3.3% |
| 30D | -15.5% | -11.2% | -4.3% | -14.3% |
| 3M | -13.7% | -16.8% | +3.1% | -11.9% |
| 6M | -23.0% | -31.5% | +8.5% | -20.7% |
| YTD | -5.7% | -33.9% | +28.2% | -1.5% |
| 1Y | +3.0% | -43.3% | +46.3% | +9.2% |
| All | +3.0% | -45.6% | +48.6% | +9.2% |
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