+363.4%
ORCL vs APTV
-19.3%
+382.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.6% | +7.0% | +3.4% |
| 7D | +15.0% | +2.0% | +13.0% | +14.5% |
| 30D | +10.5% | -7.7% | +18.3% | +12.5% |
| 3M | -23.0% | -34.0% | +11.0% | -15.8% |
| 6M | +7.0% | -37.1% | +44.1% | +17.6% |
| YTD | -15.8% | -39.9% | +24.1% | -6.7% |
| 1Y | -31.1% | -44.4% | +13.4% | -22.4% |
| 3Y | +33.3% | -54.5% | +87.8% | +52.2% |
| 5Y | +94.3% | -69.1% | +163.4% | +136.1% |
| 10Y | +363.4% | -20.0% | +383.4% | +362.5% |
| All | +363.4% | -19.3% | +382.7% | +362.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling