+9.3%
ORCL vs RSP
+60.7%
-51.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.0% | -3.6% |
| 7D | -17.5% | -1.4% | -16.0% | -16.1% |
| 30D | -20.2% | +2.1% | -22.3% | -22.1% |
| 3M | -19.9% | -0.9% | -19.0% | -19.0% |
| 6M | -37.4% | +7.5% | -44.9% | -42.2% |
| YTD | -40.1% | +14.6% | -54.7% | -48.4% |
| 1Y | -53.4% | +17.6% | -71.0% | -61.0% |
| All | +9.3% | +60.7% | -51.3% | -28.7% |
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