+8.1%
ORCL vs APP
+892.0%
-883.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -0.8% |
| 7D | -6.5% | +61.1% | -67.6% | -16.1% |
| 30D | -16.6% | +42.8% | -59.3% | -23.2% |
| 3M | -21.6% | +16.7% | -38.3% | -25.1% |
| 6M | -39.4% | -15.6% | -23.8% | -38.6% |
| YTD | -38.7% | -41.3% | +2.6% | -34.9% |
| 1Y | -50.4% | -39.3% | -11.1% | -47.7% |
| 3Y | +8.1% | +803.2% | -795.1% | -23.9% |
| All | +8.1% | +892.0% | -883.9% | -23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling