-41.6%
ORCL vs TEL
-10.5%
-31.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.1% |
| 7D | +8.0% | +4.5% | +3.5% | +5.8% |
| 30D | -4.0% | +2.9% | -6.9% | -5.2% |
| 3M | -19.5% | +1.1% | -20.6% | -20.0% |
| 6M | -33.5% | +5.0% | -38.5% | -35.0% |
| YTD | -34.8% | -3.9% | -31.0% | -36.2% |
| 1Y | -41.6% | -7.4% | -34.2% | -41.6% |
| All | -41.6% | -10.5% | -31.1% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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