-39.7%
ORCL vs O
-4.6%
-35.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | 0.0% |
| 7D | -11.2% | +3.7% | -14.9% | -7.3% |
| 30D | -18.8% | +11.2% | -30.0% | -8.6% |
| 3M | -18.8% | -4.0% | -14.8% | -23.7% |
| 6M | -39.7% | -5.2% | -34.5% | -42.5% |
| All | -39.7% | -4.6% | -35.2% | -42.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling