+13.8%
ORCL vs TSN
+41.9%
-28.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.6% | -1.5% |
| 7D | +8.0% | -1.4% | +9.4% | +7.7% |
| 30D | -4.0% | +8.5% | -12.5% | -2.3% |
| 3M | -19.5% | +5.3% | -24.7% | -18.4% |
| 6M | -33.5% | -10.5% | -23.0% | -34.0% |
| YTD | -34.8% | +3.0% | -37.8% | -34.2% |
| 1Y | -41.6% | +12.1% | -53.7% | -40.3% |
| 3Y | +13.8% | +43.1% | -29.3% | +0.9% |
| All | +13.8% | +41.9% | -28.2% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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