-39.7%
ORCL vs TRGP
+5.4%
-45.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +0.5% |
| 7D | -11.2% | -16.0% | +4.9% | -13.8% |
| 30D | -18.8% | -6.4% | -12.4% | -17.9% |
| 3M | -18.8% | -1.0% | -17.8% | -16.0% |
| 6M | -39.7% | +7.0% | -46.7% | -35.5% |
| All | -39.7% | +5.4% | -45.1% | -35.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling