+9.3%
ORCL vs PL
+403.1%
-393.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -10.1% | +3.2% | -5.6% |
| 7D | -17.5% | -20.5% | +3.1% | -14.9% |
| 30D | -20.2% | -38.8% | +18.6% | -14.9% |
| 3M | -19.9% | -49.1% | +29.2% | -13.0% |
| 6M | -37.4% | -69.4% | +32.0% | -28.6% |
| YTD | -40.1% | -42.3% | +2.2% | -37.2% |
| 1Y | -53.4% | -14.2% | -39.2% | -53.5% |
| All | +9.3% | +403.1% | -393.8% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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