-51.7%
ORCL vs MSCI
+14.2%
-65.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.3% |
| 7D | -11.2% | +2.8% | -14.0% | -11.6% |
| 30D | -18.8% | +15.4% | -34.2% | -21.8% |
| 3M | -18.8% | +13.4% | -32.2% | -21.4% |
| 6M | -39.7% | +10.9% | -50.6% | -41.5% |
| YTD | -39.6% | +13.0% | -52.6% | -40.2% |
| 1Y | -51.7% | +12.0% | -63.8% | -49.4% |
| All | -51.7% | +14.2% | -65.9% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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