-39.7%
ORCL vs Q
-20.9%
-18.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.5% | -1.5% |
| 7D | -11.2% | +0.3% | -11.4% | -11.2% |
| 30D | -18.8% | -9.8% | -9.0% | -16.1% |
| 3M | -18.8% | -12.2% | -6.6% | -16.0% |
| 6M | -39.7% | -21.6% | -18.1% | -34.8% |
| All | -39.7% | -20.9% | -18.9% | -34.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling