+120.7%
GOOGL vs ORCL
+11.3%
+109.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | +1.8% | -11.2% | +12.9% | +3.5% |
| 30D | -18.8% | -18.8% | +0.1% | -16.3% |
| 3M | -20.3% | -18.8% | -1.6% | -18.2% |
| 6M | -28.4% | -39.7% | +11.4% | -23.8% |
| YTD | -8.8% | -39.6% | +30.8% | -3.5% |
| 1Y | +0.3% | -51.7% | +52.0% | +9.7% |
| 3Y | +120.7% | +10.2% | +110.5% | +84.2% |
| All | +120.7% | +11.3% | +109.4% | +84.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling