-49.5%
ORCL vs CDE
+0.7%
-50.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.7% | -10.7% | -4.2% |
| 7D | -14.4% | +1.1% | -15.5% | -14.7% |
| 30D | -12.8% | -14.5% | +1.6% | -9.5% |
| 3M | -14.8% | -10.1% | -4.7% | -13.2% |
| 6M | -30.9% | -16.9% | -14.0% | -28.5% |
| YTD | -35.7% | -18.1% | -17.5% | -34.1% |
| 1Y | -49.5% | +5.6% | -55.1% | -49.8% |
| All | -49.5% | +0.7% | -50.2% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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