-37.4%
ORCL vs V
+30.5%
-67.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.2% | -3.7% | -8.5% |
| 7D | -17.5% | +2.9% | -20.4% | -15.6% |
| 30D | -20.2% | +14.0% | -34.2% | -13.9% |
| 3M | -19.9% | +14.9% | -34.8% | -13.0% |
| 6M | -37.4% | +31.7% | -69.2% | -26.7% |
| All | -37.4% | +30.5% | -67.9% | -26.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling