-39.7%
ORCL vs MO
+9.0%
-48.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | -1.0% |
| 7D | -11.2% | -2.4% | -8.7% | -13.3% |
| 30D | -18.8% | +9.7% | -28.5% | -10.1% |
| 3M | -18.8% | +14.1% | -32.9% | -6.3% |
| 6M | -39.7% | +11.9% | -51.6% | -26.7% |
| All | -39.7% | +9.0% | -48.7% | -26.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling