+32.7%
ORCL vs APA
+5.6%
+27.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.2% | +6.3% | +3.6% |
| 7D | +5.3% | +0.5% | +4.7% | +5.1% |
| 30D | +10.0% | +23.4% | -13.4% | +6.0% |
| 3M | -32.6% | +12.7% | -45.3% | -34.2% |
| 6M | +4.9% | +39.4% | -34.5% | -3.4% |
| YTD | -17.8% | +79.0% | -96.7% | -28.7% |
| 1Y | -28.0% | +88.8% | -116.8% | -38.8% |
| All | +32.7% | +5.6% | +27.1% | -8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling