+453.2%
ORCL vs AMC
-98.1%
+551.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.3% | -1.3% | +3.0% |
| 7D | +5.3% | +2.3% | +2.9% | +5.2% |
| 30D | +10.0% | -0.7% | +10.7% | +10.0% |
| 3M | -32.6% | +35.2% | -67.8% | -33.4% |
| 6M | +4.9% | +124.6% | -119.6% | +2.2% |
| YTD | -17.8% | +69.9% | -87.6% | -19.4% |
| 1Y | -28.0% | -2.6% | -25.4% | -28.5% |
| 3Y | +36.0% | -79.8% | +115.8% | +37.5% |
| 5Y | +88.7% | -99.4% | +188.1% | +99.8% |
| 10Y | +346.9% | -98.9% | +445.8% | +363.8% |
| All | +453.2% | -98.1% | +551.3% | +358.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling