-37.4%
ORCL vs RY
+15.7%
-53.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.1% | -4.3% |
| 7D | -17.5% | -1.1% | -16.4% | -16.4% |
| 30D | -20.2% | +4.4% | -24.6% | -23.2% |
| 3M | -19.9% | -2.9% | -17.0% | -17.9% |
| 6M | -37.4% | +15.6% | -53.0% | -41.5% |
| All | -37.4% | +15.7% | -53.1% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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