+13.8%
ORCL vs VZ
+58.2%
-44.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.5% |
| 7D | +8.0% | +1.5% | +6.5% | +8.5% |
| 30D | -4.0% | +4.4% | -8.4% | -2.4% |
| 3M | -19.5% | -2.4% | -17.1% | -19.3% |
| 6M | -33.5% | +1.4% | -34.9% | -32.3% |
| YTD | -34.8% | +21.4% | -56.2% | -31.1% |
| 1Y | -41.6% | +20.3% | -61.9% | -38.3% |
| 3Y | +13.8% | +57.4% | -43.6% | +17.9% |
| All | +13.8% | +58.2% | -44.4% | +17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling