-53.4%
ORCL vs CSGP
-53.9%
+0.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.6% | -5.3% | -7.0% |
| 7D | -17.5% | +13.9% | -31.4% | -17.3% |
| 30D | -20.2% | +16.0% | -36.2% | -21.4% |
| 3M | -19.9% | +6.1% | -26.0% | -20.5% |
| 6M | -37.4% | -8.2% | -29.3% | -36.1% |
| YTD | -40.1% | -52.3% | +12.2% | -35.3% |
| 1Y | -53.4% | -54.5% | +1.1% | -50.4% |
| All | -53.4% | -53.9% | +0.5% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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