-31.1%
ORCL vs LOW
-23.9%
-7.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.1% | +2.0% |
| 7D | +15.0% | +0.4% | +14.6% | +15.1% |
| 30D | +10.5% | -10.1% | +20.6% | +8.1% |
| 3M | -23.0% | -2.9% | -20.2% | -23.3% |
| 6M | +7.0% | -19.4% | +26.4% | +2.8% |
| YTD | -15.8% | -15.4% | -0.4% | -14.0% |
| 1Y | -31.1% | -24.9% | -6.1% | -54.0% |
| All | -31.1% | -23.9% | -7.2% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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