+29.8%
ORCL vs AMC
-99.3%
+129.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -12.5% | +5.6% | -6.2% |
| 7D | -17.5% | 0.0% | -17.5% | -17.5% |
| 30D | -20.2% | +4.4% | -24.6% | -20.3% |
| 3M | -19.9% | +15.4% | -35.3% | -20.7% |
| 6M | -37.4% | +93.7% | -131.1% | -40.3% |
| YTD | -40.1% | +97.4% | -137.6% | -43.1% |
| 1Y | -53.4% | +23.2% | -76.6% | -54.8% |
| 3Y | +10.4% | -71.3% | +81.7% | +11.4% |
| 5Y | +29.8% | -99.3% | +129.0% | +42.4% |
| All | +29.8% | -99.3% | +129.0% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling