-50.4%
ORCL vs BUD
+38.6%
-89.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.0% |
| 7D | -6.5% | +6.0% | -12.5% | -3.7% |
| 30D | -16.6% | +11.3% | -27.8% | -12.0% |
| 3M | -21.6% | +3.6% | -25.2% | -19.5% |
| 6M | -39.4% | +7.7% | -47.1% | -36.5% |
| YTD | -38.7% | +36.4% | -75.0% | -24.6% |
| 1Y | -50.4% | +37.8% | -88.2% | -38.4% |
| All | -50.4% | +38.6% | -89.0% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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