+413.3%
ORCL vs TRGP
+2,108.2%
-1,694.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +2.7% |
| 7D | +0.5% | -7.2% | +7.6% | +1.6% |
| 30D | -15.3% | -4.2% | -11.1% | -14.8% |
| 3M | -18.2% | +7.0% | -25.2% | -19.1% |
| 6M | -38.4% | +11.2% | -49.7% | -39.7% |
| YTD | -37.7% | +51.1% | -88.8% | -41.9% |
| 1Y | -49.3% | +62.0% | -111.3% | -53.2% |
| 3Y | +10.6% | +248.2% | -237.6% | -8.4% |
| 5Y | +35.5% | +432.4% | -396.9% | +4.8% |
| 10Y | +251.6% | +739.5% | -487.9% | +137.0% |
| All | +413.3% | +2,108.2% | -1,694.8% | +100.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling