-31.5%
ORCL vs QSR
-2.4%
-29.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -1.7% |
| 7D | +10.4% | -3.9% | +14.3% | +8.3% |
| 30D | -11.2% | +5.9% | -17.1% | -8.5% |
| 3M | -16.8% | +1.7% | -18.4% | -14.9% |
| 6M | -31.5% | -1.9% | -29.6% | -33.8% |
| All | -31.5% | -2.4% | -29.1% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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