-50.4%
ORCL vs MCHP
+8.0%
-58.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.0% |
| 7D | -6.5% | -22.6% | +16.0% | +0.5% |
| 30D | -16.6% | -20.1% | +3.6% | -10.9% |
| 3M | -21.6% | -25.4% | +3.8% | -15.1% |
| 6M | -39.4% | -38.4% | -0.9% | -32.1% |
| YTD | -38.7% | -3.7% | -35.0% | -38.5% |
| 1Y | -50.4% | +11.7% | -62.1% | -52.2% |
| All | -50.4% | +8.0% | -58.3% | -52.2% |
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