-31.1%
ORCL vs LVS
-16.6%
-14.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.2% | +2.5% |
| 7D | +15.0% | +0.3% | +14.7% | +14.9% |
| 30D | +10.5% | -3.9% | +14.5% | +11.2% |
| 3M | -23.0% | -12.9% | -10.2% | -21.0% |
| 6M | +7.0% | -16.9% | +23.9% | +10.8% |
| YTD | -15.8% | -31.2% | +15.4% | -11.9% |
| 1Y | -31.1% | -16.4% | -14.7% | -26.6% |
| All | -31.1% | -16.6% | -14.4% | -26.6% |
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