+15.4%
ORCL vs VRSN
+53.4%
-38.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +10.4% | +0.1% | +10.2% | +10.4% |
| 30D | -11.2% | +3.6% | -14.8% | -11.5% |
| 3M | -16.8% | +10.8% | -27.5% | -17.4% |
| 6M | -31.5% | +9.9% | -41.4% | -31.9% |
| YTD | -33.9% | +29.8% | -63.7% | -35.3% |
| 1Y | -43.3% | +26.3% | -69.6% | -44.3% |
| All | +15.4% | +53.4% | -38.1% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling