-49.4%
ORCL vs FND
-14.2%
-35.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -1.3% |
| 7D | -6.5% | +6.8% | -13.3% | -6.8% |
| 30D | -16.6% | +13.1% | -29.6% | -17.2% |
| 3M | -21.6% | -13.1% | -8.5% | -21.2% |
| 6M | -39.4% | -0.6% | -38.8% | -39.5% |
| YTD | -38.7% | -15.5% | -23.1% | -37.2% |
| All | -49.4% | -14.2% | -35.2% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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