+10.2%
ORCL vs EEM
+63.6%
-53.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | -1.3% |
| 7D | -11.2% | -2.8% | -8.3% | -8.6% |
| 30D | -18.8% | -11.9% | -6.9% | -7.7% |
| 3M | -18.8% | -8.8% | -10.0% | -10.4% |
| 6M | -39.7% | -11.6% | -28.1% | -31.5% |
| YTD | -39.6% | +9.0% | -48.6% | -44.3% |
| 1Y | -51.7% | +10.6% | -62.3% | -56.0% |
| 3Y | +10.2% | +64.4% | -54.1% | -28.4% |
| All | +10.2% | +63.6% | -53.3% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling