+9.3%
ORCL vs MSCI
+36.7%
-27.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.7% | -4.2% | -6.2% |
| 7D | -17.5% | +6.0% | -23.5% | -18.8% |
| 30D | -20.2% | +18.2% | -38.4% | -24.0% |
| 3M | -19.9% | +15.1% | -35.1% | -23.2% |
| 6M | -37.4% | +13.7% | -51.2% | -40.1% |
| YTD | -40.1% | +15.6% | -55.7% | -43.0% |
| 1Y | -53.4% | +16.3% | -69.7% | -55.7% |
| All | +9.3% | +36.7% | -27.4% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling