-49.6%
ORCL vs NXT
-3.7%
-45.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +0.5% | +15.1% | -14.6% | -3.0% |
| 30D | -15.3% | +21.8% | -37.1% | -19.5% |
| 3M | -18.2% | +1.6% | -19.8% | -19.1% |
| 6M | -38.4% | -16.7% | -21.7% | -36.5% |
| YTD | -37.7% | +20.4% | -58.1% | -42.7% |
| All | -49.6% | -3.7% | -45.9% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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