-43.3%
ORCL vs V
+25.2%
-68.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.4% |
| 7D | +10.4% | -0.4% | +10.7% | +10.2% |
| 30D | -11.2% | +6.3% | -17.6% | -9.3% |
| 3M | -16.8% | +17.2% | -33.9% | -12.2% |
| 6M | -31.5% | +29.2% | -60.7% | -25.9% |
| YTD | -33.9% | +20.8% | -54.7% | -34.2% |
| 1Y | -43.3% | +25.0% | -68.3% | -40.4% |
| All | -43.3% | +25.2% | -68.5% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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