+270.3%
ORCL vs APA
+8.7%
+261.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.6% |
| 7D | +8.0% | +8.5% | -0.6% | +7.0% |
| 30D | -4.0% | +2.8% | -6.8% | -4.3% |
| 3M | -19.5% | +21.7% | -41.2% | -21.4% |
| 6M | -33.5% | +32.6% | -66.1% | -36.0% |
| YTD | -34.8% | +103.7% | -138.5% | -40.9% |
| 1Y | -41.6% | +101.8% | -143.4% | -47.0% |
| 3Y | +13.8% | +48.1% | -34.3% | +4.2% |
| 5Y | +43.4% | +91.9% | -48.5% | +24.9% |
| All | +270.3% | +8.7% | +261.5% | +194.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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