-41.6%
ORCL vs BP
+31.6%
-73.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.3% |
| 7D | +8.0% | +3.8% | +4.2% | +8.2% |
| 30D | -4.0% | -5.3% | +1.3% | -4.3% |
| 3M | -19.5% | +9.3% | -28.7% | -18.5% |
| 6M | -33.5% | +7.2% | -40.7% | -32.8% |
| YTD | -34.8% | +38.0% | -72.9% | -34.7% |
| 1Y | -41.6% | +33.2% | -74.8% | -41.0% |
| All | -41.6% | +31.6% | -73.2% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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