-41.6%
ORCL vs SU
+61.1%
-102.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.4% |
| 7D | +8.0% | +1.7% | +6.3% | +8.0% |
| 30D | -4.0% | -7.9% | +3.9% | -4.2% |
| 3M | -19.5% | +7.5% | -27.0% | -18.4% |
| 6M | -33.5% | +7.2% | -40.7% | -32.7% |
| YTD | -34.8% | +60.9% | -95.7% | -40.6% |
| 1Y | -41.6% | +63.6% | -105.3% | -46.8% |
| All | -41.6% | +61.1% | -102.8% | -46.8% |
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