-49.5%
ORCL vs T
-6.5%
-42.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -0.9% |
| 7D | -14.4% | +5.5% | -19.9% | -11.9% |
| 30D | -12.8% | -8.9% | -3.9% | -16.1% |
| 3M | -14.8% | -5.6% | -9.2% | -16.3% |
| 6M | -30.9% | -14.3% | -16.6% | -36.2% |
| YTD | -35.7% | -7.9% | -27.7% | -38.4% |
| 1Y | -49.5% | -6.4% | -43.1% | -49.4% |
| All | -49.5% | -6.5% | -42.9% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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