-49.5%
ORCL vs MCHP
+25.9%
-75.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.3% | -1.0% |
| 7D | -14.4% | -5.4% | -9.0% | -12.9% |
| 30D | -12.8% | -7.5% | -5.3% | -11.0% |
| 3M | -14.8% | -6.0% | -8.7% | -13.7% |
| 6M | -30.9% | -20.1% | -10.8% | -27.7% |
| YTD | -35.7% | +20.2% | -55.9% | -39.5% |
| 1Y | -49.5% | +29.9% | -79.4% | -53.4% |
| All | -49.5% | +25.9% | -75.4% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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