-41.6%
ORCL vs APA
+107.6%
-149.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.4% |
| 7D | +8.0% | +8.5% | -0.6% | +8.1% |
| 30D | -4.0% | +2.8% | -6.8% | -3.7% |
| 3M | -19.5% | +21.7% | -41.2% | -18.5% |
| 6M | -33.5% | +32.6% | -66.1% | -32.3% |
| YTD | -34.8% | +103.7% | -138.5% | -36.3% |
| 1Y | -41.6% | +101.8% | -143.4% | -43.1% |
| All | -41.6% | +107.6% | -149.2% | -43.1% |
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