-37.4%
ORCL vs RSP
+8.0%
-45.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.0% | -3.1% |
| 7D | -17.5% | -1.4% | -16.0% | -15.6% |
| 30D | -20.2% | +2.1% | -22.3% | -22.7% |
| 3M | -19.9% | -0.9% | -19.0% | -18.9% |
| 6M | -37.4% | +7.5% | -44.9% | -44.1% |
| All | -37.4% | +8.0% | -45.5% | -44.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling