-49.4%
ORCL vs IVV
+11.6%
-60.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -0.7% |
| 7D | -6.5% | -0.6% | -5.9% | -5.6% |
| 30D | -16.6% | -3.7% | -12.9% | -8.9% |
| 3M | -21.6% | -2.7% | -18.9% | -15.8% |
| 6M | -39.4% | +2.2% | -41.6% | -40.0% |
| YTD | -38.7% | +10.9% | -49.6% | -46.9% |
| All | -49.4% | +11.6% | -60.9% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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