+33,471.1%
ORCL vs APA
+815.8%
+32,655.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.9% |
| 3M | -32.6% | +12.7% | -45.3% | -34.3% |
| 6M | +4.9% | +39.4% | -34.5% | -2.1% |
| YTD | -17.8% | +79.0% | -96.7% | -26.8% |
| 1Y | -28.0% | +88.8% | -116.8% | -36.6% |
| 3Y | +36.0% | +6.4% | +29.7% | +28.1% |
| 5Y | +88.7% | +153.0% | -64.3% | +46.9% |
| 10Y | +346.9% | +7.5% | +339.4% | +233.0% |
| All | +33,471.1% | +815.8% | +32,655.3% | +15,528.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling