+4.9%
ORCL vs STX
+131.7%
-126.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.3% | -3.3% | +1.5% |
| 7D | +5.3% | +2.4% | +2.9% | +4.6% |
| 30D | +10.0% | +1.4% | +8.6% | +8.9% |
| 3M | -32.6% | -8.2% | -24.4% | -32.0% |
| 6M | +4.9% | +127.0% | -122.1% | -7.7% |
| All | +4.9% | +131.7% | -126.7% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 6mo: compounded portfolio wealth divided by compounded STX 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…
6mo analysis · Full analysis span regression · 6 months rolling