-49.5%
ORCL vs GM
+37.1%
-86.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.6% | -2.6% |
| 7D | -14.4% | +12.1% | -26.5% | -16.3% |
| 30D | -12.8% | +15.2% | -28.0% | -15.3% |
| 3M | -14.8% | +4.9% | -19.7% | -15.9% |
| 6M | -30.9% | +22.6% | -53.5% | -33.9% |
| YTD | -35.7% | +14.4% | -50.1% | -38.9% |
| 1Y | -49.5% | +39.4% | -88.9% | -50.7% |
| All | -49.5% | +37.1% | -86.6% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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