-44.9%
ORCL vs GTLB
+3.7%
-48.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.4% | +7.4% | +8.3% |
| 7D | +3.8% | -9.6% | +13.4% | +7.5% |
| 30D | -6.6% | -15.5% | +9.0% | -1.0% |
| 3M | -11.4% | +12.4% | -23.8% | -15.5% |
| 6M | -33.3% | +84.6% | -117.8% | -47.4% |
| YTD | -33.3% | +26.1% | -59.3% | -44.3% |
| 1Y | -44.9% | +1.7% | -46.6% | -53.8% |
| All | -44.9% | +3.7% | -48.6% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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