-28.0%
ORCL vs SU
+70.8%
-98.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.2% |
| 7D | +5.3% | +2.9% | +2.4% | +4.8% |
| 30D | +10.0% | +7.2% | +2.8% | +8.7% |
| 3M | -32.6% | +2.8% | -35.4% | -32.6% |
| 6M | +4.9% | +18.2% | -13.3% | -6.7% |
| YTD | -17.8% | +54.0% | -71.7% | -40.7% |
| 1Y | -28.0% | +70.1% | -98.1% | -54.5% |
| All | -28.0% | +70.8% | -98.7% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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