+10.2%
ORCL vs RSP
+60.0%
-49.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | -11.2% | -1.0% | -10.1% | -10.1% |
| 30D | -18.8% | +2.6% | -21.4% | -21.2% |
| 3M | -18.8% | -0.8% | -18.0% | -17.9% |
| 6M | -39.7% | +6.3% | -46.0% | -43.6% |
| YTD | -39.6% | +14.1% | -53.8% | -47.8% |
| 1Y | -51.7% | +18.0% | -69.8% | -59.8% |
| 3Y | +10.2% | +61.0% | -50.8% | -27.8% |
| All | +10.2% | +60.0% | -49.8% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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