+94.3%
ORCL vs MELI
-1.2%
+95.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +2.8% |
| 7D | +15.0% | -1.9% | +16.9% | +15.4% |
| 30D | +10.5% | +5.8% | +4.7% | +9.0% |
| 3M | -23.0% | +19.5% | -42.5% | -26.0% |
| 6M | +7.0% | +7.7% | -0.7% | +4.8% |
| YTD | -15.8% | -4.4% | -11.4% | -15.9% |
| 1Y | -31.1% | -17.9% | -13.1% | -29.6% |
| 3Y | +33.3% | +34.9% | -1.6% | +21.9% |
| 5Y | +94.3% | +1.1% | +93.3% | +58.7% |
| All | +94.3% | -1.2% | +95.5% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 5y: compounded portfolio wealth divided by compounded MELI 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…
5y analysis · Full analysis span regression · 6 months rolling