+30.6%
ORCL vs C
+107.6%
-77.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -11.2% | -2.4% | -8.8% | -10.2% |
| 30D | -18.8% | -6.0% | -12.8% | -16.9% |
| 3M | -18.8% | -10.5% | -8.2% | -15.1% |
| 6M | -39.7% | -5.7% | -34.0% | -38.3% |
| YTD | -39.6% | +4.1% | -43.8% | -40.8% |
| 1Y | -51.7% | +20.5% | -72.2% | -55.2% |
| 3Y | +10.2% | +208.1% | -197.9% | -27.8% |
| All | +30.6% | +107.6% | -77.1% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling