+33.3%
ORCL vs SU
+117.9%
-84.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +2.2% |
| 7D | +15.0% | -1.0% | +16.0% | +15.2% |
| 30D | +10.5% | +13.7% | -3.1% | +7.4% |
| 3M | -23.0% | +8.0% | -31.0% | -24.6% |
| 6M | +7.0% | +21.0% | -14.0% | +0.4% |
| YTD | -15.8% | +56.2% | -72.1% | -26.9% |
| 1Y | -31.1% | +72.2% | -103.3% | -41.9% |
| 3Y | +33.3% | +118.1% | -84.8% | +4.0% |
| All | +33.3% | +117.9% | -84.6% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling