-28.0%
ORCL vs AMC
-2.6%
-25.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.3% | -1.3% | +2.5% |
| 7D | +5.3% | +2.3% | +2.9% | +4.9% |
| 30D | +10.0% | -0.7% | +10.7% | +9.9% |
| 3M | -32.6% | +35.2% | -67.8% | -37.2% |
| 6M | +4.9% | +124.6% | -119.6% | -12.3% |
| YTD | -17.8% | +69.9% | -87.6% | -29.1% |
| 1Y | -28.0% | -2.6% | -25.4% | -32.6% |
| All | -28.0% | -2.6% | -25.4% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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