+4.9%
ORCL vs WMT
-15.2%
+20.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +2.6% |
| 7D | +5.3% | +3.9% | +1.3% | +7.1% |
| 30D | +10.0% | -4.4% | +14.4% | +8.4% |
| 3M | -32.6% | -8.8% | -23.8% | -35.1% |
| 6M | +4.9% | -15.6% | +20.6% | -1.5% |
| All | +4.9% | -15.2% | +20.1% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 6mo: compounded portfolio wealth divided by compounded WMT 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…
6mo analysis · Full analysis span regression · 6 months rolling