-28.0%
ORCL vs GE
+22.8%
-50.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.8% |
| 7D | +5.3% | -1.6% | +6.9% | +5.7% |
| 30D | +10.0% | -11.6% | +21.5% | +13.6% |
| 3M | -32.6% | +3.0% | -35.6% | -33.1% |
| 6M | +4.9% | -0.5% | +5.5% | +6.4% |
| YTD | -17.8% | +9.7% | -27.5% | -22.0% |
| 1Y | -28.0% | +20.0% | -48.0% | -42.3% |
| All | -28.0% | +22.8% | -50.8% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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