-41.6%
ORCL vs SYF
-1.7%
-40.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | +8.0% | -2.0% | +10.0% | +8.6% |
| 30D | -4.0% | +1.2% | -5.2% | -4.5% |
| 3M | -19.5% | -9.4% | -10.1% | -17.3% |
| 6M | -33.5% | +4.4% | -37.9% | -34.5% |
| YTD | -34.8% | -11.9% | -22.9% | -35.8% |
| 1Y | -41.6% | -0.4% | -41.2% | -42.2% |
| All | -41.6% | -1.7% | -40.0% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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