+270.3%
ORCL vs AMC
-98.8%
+369.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -1.3% |
| 7D | +8.0% | +3.5% | +4.5% | +7.9% |
| 30D | -4.0% | +12.5% | -16.4% | -4.3% |
| 3M | -19.5% | +23.6% | -43.0% | -20.0% |
| 6M | -33.5% | +144.4% | -177.8% | -35.2% |
| YTD | -34.8% | +108.3% | -143.2% | -36.4% |
| 1Y | -41.6% | +38.9% | -80.5% | -42.5% |
| 3Y | +13.8% | -58.9% | +72.6% | +13.4% |
| 5Y | +43.4% | -99.2% | +142.6% | +49.5% |
| All | +270.3% | -98.8% | +369.0% | +266.7% |
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