+33.3%
ORCL vs BBY
+42.7%
-9.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.5% |
| 7D | +15.0% | +8.1% | +6.9% | +13.5% |
| 30D | +10.5% | +8.9% | +1.6% | +8.8% |
| 3M | -23.0% | +22.0% | -45.0% | -25.9% |
| 6M | +7.0% | +37.8% | -30.8% | +0.3% |
| YTD | -15.8% | +37.3% | -53.1% | -21.3% |
| 1Y | -31.1% | +21.6% | -52.6% | -34.2% |
| 3Y | +33.3% | +41.5% | -8.2% | +24.9% |
| All | +33.3% | +42.7% | -9.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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