-49.5%
ORCL vs LVS
-31.5%
-18.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.5% | -8.4% | -3.2% |
| 7D | -14.4% | +13.4% | -27.8% | -16.7% |
| 30D | -12.8% | +12.2% | -25.0% | -14.9% |
| 3M | -14.8% | -10.7% | -4.0% | -12.2% |
| 6M | -30.9% | -19.8% | -11.0% | -26.6% |
| YTD | -35.7% | -35.8% | +0.1% | -30.8% |
| 1Y | -49.5% | -31.8% | -17.7% | -45.2% |
| All | -49.5% | -31.5% | -18.0% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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