-49.5%
ORCL vs APP
-56.9%
+7.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.7% | -12.6% | -5.1% |
| 7D | -14.4% | +4.5% | -18.9% | -15.8% |
| 30D | -12.8% | -3.6% | -9.2% | -12.1% |
| 3M | -14.8% | -35.3% | +20.5% | -4.4% |
| 6M | -30.9% | -42.8% | +11.9% | -20.2% |
| YTD | -35.7% | -59.7% | +24.0% | -21.4% |
| 1Y | -49.5% | -55.4% | +5.9% | -40.9% |
| All | -49.5% | -56.9% | +7.4% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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