-41.6%
ORCL vs TRGP
+76.5%
-118.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | +8.0% | +12.4% | -4.4% | +9.3% |
| 30D | -4.0% | +2.6% | -6.6% | -3.2% |
| 3M | -19.5% | +11.9% | -31.3% | -16.7% |
| 6M | -33.5% | +13.9% | -47.4% | -31.0% |
| YTD | -34.8% | +64.2% | -99.0% | -31.1% |
| 1Y | -41.6% | +78.5% | -120.1% | -40.2% |
| All | -41.6% | +76.5% | -118.1% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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