-6.9%
ORCL vs SNXX
+427.0%
-434.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.7% |
| 7D | +10.9% | +27.3% | -16.4% | +8.9% |
| 30D | +7.0% | +89.3% | -82.3% | +1.4% |
| 3M | -21.2% | -29.6% | +8.4% | -23.9% |
| 6M | +7.4% | +324.4% | -317.0% | -5.2% |
| All | -6.9% | +427.0% | -434.0% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNXX.
Daily Out/Under-Performance
Portfolio return minus SNXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNXX 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 SNXX 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