+251.6%
ORCL vs APTV
-26.1%
+277.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +2.9% |
| 7D | +0.5% | -9.8% | +10.2% | +2.7% |
| 30D | -15.3% | -8.9% | -6.4% | -13.5% |
| 3M | -18.2% | -19.5% | +1.2% | -14.2% |
| 6M | -38.4% | -31.1% | -7.3% | -33.6% |
| YTD | -37.7% | -47.5% | +9.8% | -28.8% |
| 1Y | -49.3% | -52.3% | +3.0% | -40.8% |
| 3Y | +10.6% | -45.2% | +55.8% | +21.1% |
| 5Y | +35.5% | -76.9% | +112.4% | +76.1% |
| 10Y | +251.6% | -25.1% | +276.7% | +260.8% |
| All | +251.6% | -26.1% | +277.7% | +260.8% |
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