+58.5%
ORCL vs APP
+408.7%
-350.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +31.0% | -38.0% | -11.4% |
| 7D | -17.5% | +39.7% | -57.2% | -22.3% |
| 30D | -20.2% | +27.7% | -47.9% | -23.7% |
| 3M | -19.9% | -14.8% | -5.2% | -19.2% |
| 6M | -37.4% | -25.5% | -11.9% | -35.8% |
| YTD | -40.1% | -47.2% | +7.0% | -36.5% |
| 1Y | -53.4% | -42.3% | -11.1% | -51.2% |
| 3Y | +10.4% | +806.8% | -796.4% | -16.1% |
| 5Y | +29.8% | +261.6% | -231.9% | -1.8% |
| All | +58.5% | +408.7% | -350.2% | +17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling