-31.1%
ORCL vs LH
+17.9%
-49.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.2% |
| 7D | +15.0% | -0.8% | +15.8% | +14.7% |
| 30D | +10.5% | +2.0% | +8.5% | +11.3% |
| 3M | -23.0% | +24.3% | -47.3% | -15.8% |
| 6M | +7.0% | +21.1% | -14.1% | +15.8% |
| YTD | -15.8% | +30.4% | -46.3% | -2.5% |
| 1Y | -31.1% | +18.4% | -49.4% | -25.8% |
| All | -31.1% | +17.9% | -49.0% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LH 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling