-49.5%
ORCL vs O
+8.1%
-57.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.0% | -4.9% | +1.0% |
| 7D | -14.4% | +5.8% | -20.2% | -9.2% |
| 30D | -12.8% | +10.7% | -23.5% | -3.3% |
| 3M | -14.8% | -4.5% | -10.3% | -19.1% |
| 6M | -30.9% | -4.1% | -26.8% | -32.6% |
| YTD | -35.7% | +9.8% | -45.5% | -29.7% |
| 1Y | -49.5% | +11.3% | -60.8% | -46.3% |
| All | -49.5% | +8.1% | -57.6% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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