-49.5%
ORCL vs BA
-12.3%
-37.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.1% | -2.5% |
| 7D | -14.4% | +5.9% | -20.3% | -15.8% |
| 30D | -12.8% | -8.2% | -4.7% | -10.8% |
| 3M | -14.8% | -25.4% | +10.6% | -6.3% |
| 6M | -30.9% | -20.0% | -10.9% | -26.1% |
| YTD | -35.7% | -18.5% | -17.2% | -32.5% |
| 1Y | -49.5% | -10.6% | -38.8% | -47.8% |
| All | -49.5% | -12.3% | -37.2% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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