+23,290.7%
ORCL vs MCHP
+41,329.5%
-18,038.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.6% | +2.6% |
| 7D | +5.3% | +1.7% | +3.6% | +4.7% |
| 30D | +10.0% | -4.1% | +14.0% | +11.0% |
| 3M | -32.6% | -22.5% | -10.1% | -27.1% |
| 6M | +4.9% | +7.3% | -2.3% | +0.5% |
| YTD | -17.8% | +18.4% | -36.1% | -24.6% |
| 1Y | -28.0% | +18.1% | -46.1% | -34.4% |
| 3Y | +36.0% | -2.8% | +38.8% | +24.5% |
| 5Y | +88.7% | +5.5% | +83.2% | +61.1% |
| 10Y | +346.9% | +185.8% | +161.1% | +141.0% |
| All | +23,290.7% | +41,329.5% | -18,038.7% | +2,966.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling