+46.1%
ORCL vs SPOT
+121.4%
-75.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +8.7% |
| 7D | +3.8% | -3.0% | +6.7% | +4.4% |
| 30D | -6.6% | +15.2% | -21.7% | -9.4% |
| 3M | -11.4% | +21.6% | -33.0% | -15.5% |
| 6M | -33.3% | +45.2% | -78.5% | -39.1% |
| YTD | -33.3% | +4.9% | -38.1% | -35.2% |
| 1Y | -44.9% | -4.8% | -40.1% | -45.4% |
| 3Y | +17.6% | +256.3% | -238.6% | -10.9% |
| 5Y | +46.1% | +120.2% | -74.1% | +12.2% |
| All | +46.1% | +121.4% | -75.4% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling