-33.5%
ORCL vs SNXX
-84.2%
+50.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SNXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -11.6% | +10.2% | -0.1% |
| 7D | +8.0% | +8.5% | -0.5% | +6.7% |
| 30D | -4.0% | -66.5% | +62.5% | +4.9% |
| 3M | -19.5% | -74.6% | +55.1% | -11.0% |
| 6M | -33.5% | -82.8% | +49.3% | -27.7% |
| All | -33.5% | -84.2% | +50.7% | -27.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling