-50.4%
ORCL vs USAR
-55.1%
+4.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.6% | +8.1% | +0.6% |
| 7D | -6.5% | -9.1% | +2.6% | -4.7% |
| 30D | -16.6% | -36.9% | +20.4% | -8.2% |
| 3M | -21.6% | -58.4% | +36.8% | -6.5% |
| 6M | -39.4% | -70.6% | +31.3% | -24.2% |
| YTD | -38.7% | -33.4% | -5.2% | -31.6% |
| 1Y | -50.4% | -54.0% | +3.7% | -42.8% |
| All | -50.4% | -55.1% | +4.8% | -42.8% |
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