-52.9%
ORCL vs GNRC
-0.8%
-52.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.6% | -2.8% | -4.9% |
| 7D | -0.7% | -0.7% | 0.0% | -0.6% |
| 30D | +5.1% | -15.8% | +21.0% | +8.1% |
| 3M | -23.7% | -24.0% | +0.3% | -20.6% |
| 6M | +3.1% | -13.8% | +16.9% | +4.3% |
| YTD | -20.8% | +33.2% | -54.0% | -29.7% |
| 1Y | -52.9% | -1.8% | -51.1% | -53.2% |
| All | -52.9% | -0.8% | -52.1% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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