-28.0%
ORCL vs CRCL
-13.3%
-14.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.3% |
| 7D | +5.3% | +17.1% | -11.9% | +1.9% |
| 30D | +10.0% | +61.3% | -51.3% | -0.3% |
| 3M | -32.6% | +12.7% | -45.3% | -35.1% |
| 6M | +4.9% | -3.1% | +8.0% | +1.5% |
| YTD | -17.8% | +28.7% | -46.4% | -25.1% |
| 1Y | -28.0% | -13.1% | -14.8% | -30.2% |
| All | -28.0% | -13.3% | -14.7% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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