-50.4%
ORCL vs APA
+91.9%
-142.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.5% |
| 7D | -6.5% | -5.5% | -1.0% | -6.7% |
| 30D | -16.6% | -1.2% | -15.4% | -16.2% |
| 3M | -21.6% | +10.6% | -32.2% | -20.8% |
| 6M | -39.4% | +28.4% | -67.8% | -38.3% |
| YTD | -38.7% | +89.7% | -128.4% | -40.1% |
| 1Y | -50.4% | +90.6% | -141.0% | -51.3% |
| All | -50.4% | +91.9% | -142.2% | -51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling