+189.8%
MU vs ORCL
-52.5%
+242.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.7% |
| 7D | -22.0% | -11.2% | -10.9% | -17.0% |
| 30D | -36.6% | -18.8% | -17.7% | -29.8% |
| 3M | -21.7% | -18.8% | -2.9% | -13.8% |
| 6M | +3.5% | -39.7% | +43.3% | +26.9% |
| YTD | +141.9% | -39.6% | +181.6% | +210.6% |
| 1Y | +189.8% | -51.7% | +241.6% | +309.2% |
| All | +189.8% | -52.5% | +242.4% | +309.2% |
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