+18,882.3%
ORCL vs MCHP
+34,604.2%
-15,721.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.0% | +5.8% | +7.8% |
| 7D | +3.8% | -17.5% | +21.3% | +10.5% |
| 30D | -6.6% | -15.8% | +9.3% | -1.1% |
| 3M | -11.4% | -22.9% | +11.4% | -3.6% |
| 6M | -33.3% | -36.6% | +3.3% | -23.3% |
| YTD | -33.3% | -0.8% | -32.4% | -35.1% |
| 1Y | -44.9% | +16.5% | -61.4% | -49.6% |
| 3Y | +17.6% | -13.6% | +31.2% | +12.0% |
| 5Y | +46.1% | -17.0% | +63.1% | +35.6% |
| 10Y | +277.8% | +137.7% | +140.1% | +116.5% |
| All | +18,882.3% | +34,604.2% | -15,721.9% | +2,536.3% |
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 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