-41.6%
ORCL vs MSCI
+16.3%
-57.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.7% |
| 7D | +8.0% | +3.0% | +5.0% | +7.3% |
| 30D | -4.0% | +17.8% | -21.8% | -7.7% |
| 3M | -19.5% | +15.2% | -34.7% | -22.2% |
| 6M | -33.5% | +16.5% | -49.9% | -36.2% |
| YTD | -34.8% | +16.4% | -51.2% | -35.2% |
| 1Y | -41.6% | +16.8% | -58.4% | -41.6% |
| All | -41.6% | +16.3% | -57.9% | -41.6% |
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