-40.8%
ORCL vs SOLS
+22.7%
-63.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.3% |
| 7D | +15.0% | +4.5% | +10.5% | +14.7% |
| 30D | +10.5% | +6.0% | +4.5% | +10.2% |
| 3M | -23.0% | -19.7% | -3.3% | -23.4% |
| 6M | +7.0% | -10.4% | +17.4% | +6.4% |
| YTD | -15.8% | +33.3% | -49.1% | -13.9% |
| All | -40.8% | +22.7% | -63.5% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling