+17,612.2%
ORCL vs MCHP
+34,252.3%
-16,640.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.4% | -2.2% | +1.3% |
| 7D | +0.5% | -19.2% | +19.7% | +7.7% |
| 30D | -15.3% | -18.6% | +3.3% | -9.3% |
| 3M | -18.2% | -26.9% | +8.7% | -9.4% |
| 6M | -38.4% | -37.2% | -1.2% | -28.9% |
| YTD | -37.7% | -1.8% | -35.9% | -39.3% |
| 1Y | -49.3% | +12.1% | -61.4% | -53.0% |
| 3Y | +10.6% | -10.0% | +20.6% | +3.7% |
| 5Y | +35.5% | -17.3% | +52.8% | +25.8% |
| 10Y | +251.6% | +131.0% | +120.6% | +103.3% |
| All | +17,612.2% | +34,252.3% | -16,640.2% | +2,366.9% |
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