-43.3%
ORCL vs MCHP
+14.7%
-58.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +10.4% | -4.3% | +14.6% | +11.5% |
| 30D | -11.2% | -16.3% | +5.1% | -6.4% |
| 3M | -16.8% | -21.4% | +4.6% | -11.0% |
| 6M | -31.5% | -35.8% | +4.3% | -24.0% |
| YTD | -33.9% | -0.9% | -33.0% | -34.2% |
| 1Y | -43.3% | +14.5% | -57.8% | -45.3% |
| All | -43.3% | +14.7% | -58.0% | -45.3% |
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