-49.6%
ORCL vs SYY
+7.3%
-56.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.0% | +1.2% | +3.8% |
| 7D | +0.5% | -4.1% | +4.6% | -0.8% |
| 30D | -15.3% | +0.3% | -15.6% | -15.0% |
| 3M | -18.2% | -6.3% | -11.9% | -19.6% |
| 6M | -38.4% | +9.7% | -48.1% | -36.8% |
| YTD | -37.7% | +9.4% | -47.2% | -31.0% |
| All | -49.6% | +7.3% | -56.9% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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