+244.8%
ORCL vs AMC
-98.7%
+343.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.8% |
| 7D | -11.2% | +2.6% | -13.8% | -11.2% |
| 30D | -18.8% | +9.0% | -27.9% | -19.0% |
| 3M | -18.8% | +22.2% | -41.0% | -19.3% |
| 6M | -39.7% | +91.5% | -131.2% | -41.0% |
| YTD | -39.6% | +101.3% | -140.9% | -41.0% |
| 1Y | -51.7% | +20.8% | -72.5% | -52.4% |
| 3Y | +10.2% | -71.3% | +81.6% | +10.6% |
| 5Y | +30.8% | -99.2% | +130.1% | +36.6% |
| All | +244.8% | -98.7% | +343.5% | +234.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling