+9.3%
ORCL vs C
+204.2%
-194.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.0% | -1.9% | -4.6% |
| 7D | -17.5% | -5.3% | -12.2% | -15.3% |
| 30D | -20.2% | -7.3% | -12.8% | -17.4% |
| 3M | -19.9% | -13.5% | -6.5% | -14.6% |
| 6M | -37.4% | -6.5% | -30.9% | -35.5% |
| YTD | -40.1% | +3.6% | -43.7% | -41.3% |
| 1Y | -53.4% | +18.9% | -72.3% | -56.9% |
| All | +9.3% | +204.2% | -194.8% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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