-49.5%
ORCL vs AMC
+38.0%
-87.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.3% | -9.3% | -2.9% |
| 7D | -14.4% | +17.7% | -32.1% | -16.3% |
| 30D | -12.8% | +26.2% | -39.0% | -15.5% |
| 3M | -14.8% | +31.3% | -46.1% | -18.3% |
| 6M | -30.9% | +142.8% | -173.6% | -42.4% |
| YTD | -35.7% | +125.6% | -161.3% | -47.6% |
| 1Y | -49.5% | +40.2% | -89.7% | -57.9% |
| All | -49.5% | +38.0% | -87.5% | -57.9% |
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