-49.4%
ORCL vs EAT
+83.8%
-133.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | -1.3% |
| 7D | -6.5% | -5.9% | -0.6% | -6.2% |
| 30D | -16.6% | +0.7% | -17.2% | -16.4% |
| 3M | -21.6% | -14.2% | -7.4% | -22.0% |
| 6M | -39.4% | +40.7% | -80.1% | -37.6% |
| YTD | -38.7% | +36.0% | -74.6% | -36.2% |
| All | -49.4% | +83.8% | -133.1% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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