-41.6%
ORCL vs APP
-29.4%
-12.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.3% | -2.2% |
| 7D | +8.0% | +4.6% | +3.4% | +6.9% |
| 30D | -4.0% | +56.0% | -60.0% | -14.8% |
| 3M | -19.5% | +30.8% | -50.3% | -25.1% |
| 6M | -33.5% | -9.8% | -23.7% | -31.6% |
| YTD | -34.8% | -39.3% | +4.5% | -28.5% |
| 1Y | -41.6% | -26.4% | -15.2% | -40.3% |
| All | -41.6% | -29.4% | -12.2% | -40.3% |
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