-49.5%
ORCL vs EEM
+14.8%
-64.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.8% |
| 7D | -14.4% | -3.0% | -11.4% | -11.7% |
| 30D | -12.8% | -10.3% | -2.5% | -3.1% |
| 3M | -14.8% | -6.6% | -8.2% | -8.4% |
| 6M | -30.9% | -3.4% | -27.5% | -27.1% |
| YTD | -35.7% | +13.2% | -48.9% | -46.6% |
| 1Y | -49.5% | +15.0% | -64.5% | -59.5% |
| All | -49.5% | +14.8% | -64.3% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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