-49.5%
ORCL vs MO
+45.9%
-95.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -0.9% |
| 7D | -14.4% | +6.9% | -21.3% | -9.7% |
| 30D | -12.8% | +14.9% | -27.8% | -2.5% |
| 3M | -14.8% | +16.4% | -31.2% | -3.3% |
| 6M | -30.9% | +9.6% | -40.5% | -22.9% |
| YTD | -35.7% | +41.8% | -77.5% | -26.1% |
| 1Y | -49.5% | +45.3% | -94.8% | -42.0% |
| All | -49.5% | +45.9% | -95.4% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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