-49.6%
ORCL vs EAT
+96.9%
-146.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.5% | +4.6% | +3.2% |
| 7D | +0.5% | -3.9% | +4.4% | +0.7% |
| 30D | -15.3% | +5.0% | -20.3% | -15.3% |
| 3M | -18.2% | -9.6% | -8.6% | -18.8% |
| 6M | -38.4% | +46.8% | -85.2% | -36.8% |
| YTD | -37.7% | +41.8% | -79.5% | -35.4% |
| All | -49.6% | +96.9% | -146.5% | -40.9% |
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