+31.5%
ORCL vs TEL
+69.5%
-38.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.3% |
| 7D | +5.3% | +3.0% | +2.3% | +3.4% |
| 30D | +10.0% | -3.9% | +13.9% | +12.1% |
| 3M | -32.6% | -5.1% | -27.5% | -30.9% |
| 6M | +4.9% | +0.6% | +4.3% | +1.8% |
| YTD | -17.8% | -7.3% | -10.5% | -16.5% |
| 1Y | -28.0% | +1.1% | -29.1% | -30.9% |
| All | +31.5% | +69.5% | -38.0% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling