-43.3%
ORCL vs VZ
+21.7%
-65.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +10.4% | +0.9% | +9.4% | +10.9% |
| 30D | -11.2% | +6.9% | -18.2% | -7.7% |
| 3M | -16.8% | +0.6% | -17.4% | -15.6% |
| 6M | -31.5% | +0.3% | -31.8% | -29.8% |
| YTD | -33.9% | +21.9% | -55.8% | -27.4% |
| 1Y | -43.3% | +21.7% | -64.9% | -37.5% |
| All | -43.3% | +21.7% | -65.0% | -37.5% |
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