+91.4%
ORCL vs FLEX
+657.3%
-565.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.6% |
| 7D | +5.3% | -0.9% | +6.2% | +5.6% |
| 30D | +10.0% | -10.1% | +20.1% | +13.7% |
| 3M | -32.6% | -31.3% | -1.2% | -24.8% |
| 6M | +4.9% | +71.3% | -66.3% | -20.0% |
| YTD | -17.8% | +81.2% | -99.0% | -39.2% |
| 1Y | -28.0% | +98.5% | -126.5% | -48.7% |
| 3Y | +36.0% | +428.2% | -392.2% | -31.7% |
| All | +91.4% | +657.3% | -565.8% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling