-50.4%
ORCL vs FLEX
+18.3%
-68.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.1% | -0.7% |
| 7D | -6.5% | -13.6% | +7.1% | -2.9% |
| 30D | -16.6% | -36.5% | +19.9% | -6.2% |
| 3M | -21.6% | -36.4% | +14.8% | -12.2% |
| 6M | -39.4% | -46.5% | +7.1% | -30.3% |
| YTD | -38.7% | +25.9% | -64.6% | -48.2% |
| 1Y | -50.4% | +19.6% | -69.9% | -56.8% |
| All | -50.4% | +18.3% | -68.7% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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