-49.5%
ORCL vs AMAT
+60.5%
-110.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.3% | -1.0% |
| 7D | -14.4% | -11.2% | -3.2% | -11.5% |
| 30D | -12.8% | -31.9% | +19.0% | -4.1% |
| 3M | -14.8% | -32.3% | +17.6% | -6.4% |
| 6M | -30.9% | -5.4% | -25.5% | -32.7% |
| YTD | -35.7% | +44.3% | -79.9% | -50.5% |
| 1Y | -49.5% | +61.4% | -110.8% | -63.4% |
| All | -49.5% | +60.5% | -110.0% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 AMAT 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