-51.7%
ORCL vs SNPS
+9.6%
-61.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | -0.3% |
| 7D | -11.2% | -3.7% | -7.5% | -9.5% |
| 30D | -18.8% | -10.4% | -8.4% | -14.4% |
| 3M | -18.8% | +11.0% | -29.7% | -23.7% |
| 6M | -39.7% | -10.7% | -29.0% | -36.7% |
| YTD | -39.6% | -4.1% | -35.5% | -42.5% |
| 1Y | -51.7% | +13.7% | -65.5% | -57.4% |
| All | -51.7% | +9.6% | -61.3% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 1y: compounded portfolio wealth divided by compounded SNPS 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…
1y analysis · Full analysis span regression · 6 months rolling