+10.2%
ORCL vs TE
-36.2%
+46.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.5% |
| 7D | -11.2% | -12.6% | +1.4% | -10.0% |
| 30D | -18.8% | -36.7% | +17.9% | -15.5% |
| 3M | -18.8% | -57.5% | +38.7% | -12.9% |
| 6M | -39.7% | -55.2% | +15.5% | -36.7% |
| YTD | -39.6% | -64.7% | +25.0% | -36.3% |
| 1Y | -51.7% | -35.9% | -15.9% | -51.3% |
| 3Y | +10.2% | -31.8% | +42.0% | -0.7% |
| All | +10.2% | -36.2% | +46.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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