+7.1%
ORCL vs SNPS
-10.9%
+18.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.3% |
| 7D | -6.5% | -0.6% | -5.9% | -6.4% |
| 30D | -16.6% | -9.8% | -6.8% | -15.3% |
| 3M | -21.6% | +11.7% | -33.3% | -22.9% |
| 6M | -39.4% | -10.9% | -28.4% | -38.8% |
| YTD | -38.7% | -2.1% | -36.6% | -39.2% |
| 1Y | -50.4% | +14.8% | -65.1% | -50.9% |
| All | +7.1% | -10.9% | +18.0% | -2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling