+236.9%
MU vs ORCL
-44.9%
+281.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +8.8% | +3.1% | +7.4% |
| 7D | +2.0% | +3.8% | -1.7% | +0.8% |
| 30D | -18.0% | -6.6% | -11.4% | -15.1% |
| 3M | -6.6% | -11.4% | +4.9% | -1.3% |
| 6M | +2.0% | -33.3% | +35.3% | +18.8% |
| YTD | +184.5% | -33.3% | +217.7% | +246.0% |
| 1Y | +236.9% | -44.9% | +281.8% | +340.2% |
| All | +236.9% | -44.9% | +281.8% | +340.2% |
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