-49.5%
ORCL vs U
+17.5%
-67.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.9% | -6.8% | -3.4% |
| 7D | -14.4% | +7.5% | -21.9% | -16.3% |
| 30D | -12.8% | -7.0% | -5.8% | -11.0% |
| 3M | -14.8% | +20.6% | -35.3% | -19.8% |
| 6M | -30.9% | +53.2% | -84.1% | -39.3% |
| YTD | -35.7% | -3.9% | -31.8% | -40.4% |
| 1Y | -49.5% | +18.4% | -67.8% | -55.4% |
| All | -49.5% | +17.5% | -67.0% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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