-50.4%
ORCL vs SNPS
+15.3%
-65.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.8% |
| 7D | -6.5% | -0.6% | -5.9% | -6.1% |
| 30D | -16.6% | -9.8% | -6.8% | -12.4% |
| 3M | -21.6% | +11.7% | -33.3% | -26.5% |
| 6M | -39.4% | -10.9% | -28.4% | -35.9% |
| YTD | -38.7% | -2.1% | -36.6% | -42.1% |
| 1Y | -50.4% | +14.8% | -65.1% | -55.9% |
| All | -50.4% | +15.3% | -65.7% | -55.9% |
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