-50.4%
ORCL vs SPOT
-2.2%
-48.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -6.5% | +1.0% | -7.5% | -6.6% |
| 30D | -16.6% | +14.6% | -31.1% | -17.9% |
| 3M | -21.6% | +18.4% | -40.0% | -23.7% |
| 6M | -39.4% | +45.1% | -84.4% | -44.3% |
| YTD | -38.7% | +4.4% | -43.1% | -37.8% |
| 1Y | -50.4% | -2.7% | -47.7% | -48.8% |
| All | -50.4% | -2.2% | -48.1% | -48.8% |
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