-49.5%
ORCL vs USAR
-49.3%
-0.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.9% | +3.9% | -0.7% |
| 7D | -14.4% | -21.8% | +7.4% | -9.6% |
| 30D | -12.8% | -39.9% | +27.1% | -3.1% |
| 3M | -14.8% | -52.5% | +37.7% | -1.2% |
| 6M | -30.9% | -67.9% | +37.1% | -15.1% |
| YTD | -35.7% | -31.1% | -4.6% | -28.7% |
| 1Y | -49.5% | -49.8% | +0.4% | -42.7% |
| All | -49.5% | -49.3% | -0.2% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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