+13.8%
ORCL vs CCL
+136.4%
-122.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +8.0% | -1.2% | +9.2% | +8.3% |
| 30D | -4.0% | +13.1% | -17.1% | -7.1% |
| 3M | -19.5% | +3.4% | -22.8% | -20.5% |
| 6M | -33.5% | +18.7% | -52.2% | -36.6% |
| YTD | -34.8% | -2.3% | -32.6% | -35.9% |
| 1Y | -41.6% | +14.2% | -55.8% | -45.1% |
| 3Y | +13.8% | +133.6% | -119.8% | -6.2% |
| All | +13.8% | +136.4% | -122.6% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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