-41.6%
ORCL vs AMC
+33.2%
-74.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -1.0% |
| 7D | +8.0% | +3.5% | +4.5% | +7.4% |
| 30D | -4.0% | +12.5% | -16.4% | -5.5% |
| 3M | -19.5% | +23.6% | -43.0% | -22.1% |
| 6M | -33.5% | +144.4% | -177.8% | -44.6% |
| YTD | -34.8% | +108.3% | -143.2% | -46.3% |
| 1Y | -41.6% | +38.9% | -80.5% | -50.5% |
| All | -41.6% | +33.2% | -74.8% | -50.5% |
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