+8.1%
ORCL vs SBAC
-7.1%
+15.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.5% |
| 7D | -6.5% | +3.6% | -10.2% | -6.5% |
| 30D | -16.6% | +4.9% | -21.5% | -16.6% |
| 3M | -21.6% | +6.5% | -28.1% | -21.7% |
| 6M | -39.4% | -11.1% | -28.2% | -39.6% |
| YTD | -38.7% | +0.9% | -39.6% | -39.2% |
| 1Y | -50.4% | -1.6% | -48.8% | -50.8% |
| 3Y | +8.1% | -7.0% | +15.1% | +8.3% |
| All | +8.1% | -7.1% | +15.2% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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