+9.3%
ORCL vs ROIV
+290.8%
-281.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.2% | -2.7% | -5.8% |
| 7D | -17.5% | -2.4% | -15.1% | -16.9% |
| 30D | -20.2% | +3.1% | -23.2% | -20.8% |
| 3M | -19.9% | +5.8% | -25.8% | -21.5% |
| 6M | -37.4% | +29.3% | -66.7% | -42.0% |
| YTD | -40.1% | +68.8% | -108.9% | -48.4% |
| 1Y | -53.4% | +81.0% | -134.4% | -60.6% |
| All | +9.3% | +290.8% | -281.5% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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