-39.7%
ORCL vs NXT
-16.0%
-23.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.5% | -1.0% |
| 7D | -11.2% | +32.2% | -43.4% | -20.1% |
| 30D | -18.8% | +21.9% | -40.8% | -24.3% |
| 3M | -18.8% | +6.6% | -25.4% | -20.9% |
| 6M | -39.7% | -16.8% | -22.9% | -35.0% |
| All | -39.7% | -16.0% | -23.7% | -35.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling