-42.2%
ORCL vs SOLS
+21.2%
-63.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.8% | -0.8% | +2.9% |
| 7D | +5.3% | +0.3% | +4.9% | +5.2% |
| 30D | +10.0% | +2.1% | +7.9% | +9.8% |
| 3M | -32.6% | -24.1% | -8.4% | -32.9% |
| 6M | +4.9% | -15.0% | +19.9% | +4.2% |
| YTD | -17.8% | +31.6% | -49.4% | -15.9% |
| All | -42.2% | +21.2% | -63.4% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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