-31.1%
ORCL vs VZ
+25.3%
-56.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.6% |
| 7D | +15.0% | +0.2% | +14.8% | +15.1% |
| 30D | +10.5% | +7.1% | +3.4% | +14.0% |
| 3M | -23.0% | +12.8% | -35.8% | -18.1% |
| 6M | +7.0% | +1.8% | +5.2% | +9.2% |
| YTD | -15.8% | +30.0% | -45.8% | -4.6% |
| 1Y | -31.1% | +24.3% | -55.4% | -24.8% |
| All | -31.1% | +25.3% | -56.4% | -24.8% |
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