-49.5%
ORCL vs Q
+19.7%
-69.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -14.4% | -3.3% | -11.1% | -13.3% |
| 30D | -12.8% | -9.7% | -3.1% | -9.8% |
| 3M | -14.8% | -16.1% | +1.3% | -10.1% |
| 6M | -30.9% | -15.7% | -15.2% | -28.5% |
| YTD | -35.7% | +45.7% | -81.4% | -47.8% |
| 1Y | -49.5% | +18.0% | -67.5% | -56.5% |
| All | -49.5% | +19.7% | -69.2% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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