-51.7%
ORCL vs USAR
-51.6%
-0.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.8% | -10.0% | -1.6% |
| 7D | -11.2% | -14.5% | +3.4% | -8.1% |
| 30D | -18.8% | -37.8% | +19.0% | -10.5% |
| 3M | -18.8% | -52.8% | +34.0% | -5.9% |
| 6M | -39.7% | -71.2% | +31.5% | -25.0% |
| YTD | -39.6% | -30.9% | -8.8% | -33.0% |
| 1Y | -51.7% | -48.0% | -3.7% | -45.6% |
| All | -51.7% | -51.6% | -0.2% | -45.6% |
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