-37.4%
ORCL vs APA
+5.4%
-42.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.3% | -4.7% | -7.1% |
| 7D | -17.5% | -15.6% | -1.9% | -18.7% |
| 30D | -20.2% | -0.9% | -19.3% | -19.0% |
| 3M | -19.9% | +26.1% | -46.0% | -16.0% |
| 6M | -37.4% | +6.1% | -43.5% | -35.3% |
| All | -37.4% | +5.4% | -42.9% | -35.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling