-11.4%
ORCL vs SNDU
-56.5%
+45.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +27.5% | -18.7% | +3.6% |
| 7D | +3.8% | -20.3% | +24.1% | +4.8% |
| 30D | -6.6% | -64.4% | +57.9% | +5.6% |
| 3M | -11.4% | -57.5% | +46.1% | -0.5% |
| All | -11.4% | -56.5% | +45.1% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 3mo: compounded portfolio wealth divided by compounded SNDU 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…
3mo analysis · Full analysis span regression · Available span rolling