-49.5%
ORCL vs SU
+88.1%
-137.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -2.2% |
| 7D | -14.4% | -7.1% | -7.3% | -14.7% |
| 30D | -12.8% | +4.8% | -17.6% | -11.9% |
| 3M | -14.8% | +12.5% | -27.3% | -13.7% |
| 6M | -30.9% | +6.5% | -37.3% | -30.2% |
| YTD | -35.7% | +65.8% | -101.5% | -41.3% |
| 1Y | -49.5% | +86.2% | -135.6% | -57.0% |
| All | -49.5% | +88.1% | -137.6% | -57.0% |
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