-28.0%
ORCL vs VZ
+21.5%
-49.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +2.7% |
| 7D | +5.3% | +0.1% | +5.2% | +5.3% |
| 30D | +10.0% | +7.9% | +2.1% | +13.8% |
| 3M | -32.6% | +13.6% | -46.2% | -27.9% |
| 6M | +4.9% | +1.1% | +3.8% | +6.8% |
| YTD | -17.8% | +29.3% | -47.0% | -6.8% |
| 1Y | -28.0% | +21.2% | -49.2% | -22.7% |
| All | -28.0% | +21.5% | -49.5% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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