-51.7%
ORCL vs TXT
+4.1%
-55.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +0.7% |
| 7D | -11.2% | -2.5% | -8.6% | -11.3% |
| 30D | -18.8% | +14.4% | -33.2% | -18.4% |
| 3M | -18.8% | -4.9% | -13.9% | -18.8% |
| 6M | -39.7% | -10.2% | -29.5% | -40.1% |
| YTD | -39.6% | -4.1% | -35.5% | -38.5% |
| 1Y | -51.7% | +4.0% | -55.7% | -48.4% |
| All | -51.7% | +4.1% | -55.9% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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