+22.9%
ORCL vs SOXX
+222.5%
-199.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.6% | -2.7% |
| 7D | -5.4% | +1.4% | -6.7% | -6.0% |
| 30D | -2.0% | -3.6% | +1.6% | -0.1% |
| 3M | -18.1% | -10.2% | -7.9% | -14.5% |
| 6M | -7.2% | +54.2% | -61.5% | -30.5% |
| YTD | -22.2% | +75.2% | -97.4% | -46.4% |
| 1Y | -50.6% | +107.5% | -158.1% | -69.3% |
| 3Y | +22.9% | +226.8% | -203.9% | -41.6% |
| All | +22.9% | +222.5% | -199.7% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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