-49.5%
ORCL vs SPOT
+0.4%
-49.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.5% | -2.3% |
| 7D | -14.4% | +16.6% | -31.0% | -15.6% |
| 30D | -12.8% | +29.9% | -42.8% | -15.7% |
| 3M | -14.8% | +31.3% | -46.1% | -18.6% |
| 6M | -30.9% | +43.2% | -74.1% | -35.8% |
| YTD | -35.7% | +8.1% | -43.8% | -35.1% |
| 1Y | -49.5% | -0.3% | -49.2% | -49.0% |
| All | -49.5% | +0.4% | -49.9% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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