+29.8%
ORCL vs AMAT
+121.4%
-91.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -13.6% | +6.6% | -2.5% |
| 7D | -17.5% | -24.3% | +6.8% | -9.6% |
| 30D | -20.2% | -39.8% | +19.6% | -6.2% |
| 3M | -19.9% | -40.2% | +20.2% | -6.1% |
| 6M | -37.4% | -22.1% | -15.3% | -34.8% |
| YTD | -40.1% | +24.7% | -64.8% | -48.1% |
| 1Y | -53.4% | +33.3% | -86.6% | -60.5% |
| 3Y | +10.4% | +133.9% | -123.4% | -25.8% |
| 5Y | +29.8% | +117.1% | -87.3% | -15.7% |
| All | +29.8% | +121.4% | -91.7% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling