-49.5%
ORCL vs HLT
+46.7%
-96.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -2.0% |
| 7D | -14.4% | +7.7% | -22.1% | -14.5% |
| 30D | -12.8% | +19.1% | -31.9% | -13.3% |
| 3M | -14.8% | +20.7% | -35.5% | -15.3% |
| 6M | -30.9% | +21.0% | -51.9% | -31.0% |
| YTD | -35.7% | +31.3% | -66.9% | -34.3% |
| 1Y | -49.5% | +45.9% | -95.3% | -45.5% |
| All | -49.5% | +46.7% | -96.1% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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