-49.5%
ORCL vs XLK
+19.7%
-69.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -14.4% | -7.6% | -6.8% | -5.2% |
| 30D | -12.8% | -12.2% | -0.7% | +3.2% |
| 3M | -14.8% | -5.5% | -9.3% | -7.6% |
| 6M | -30.9% | +9.2% | -40.1% | -38.2% |
| YTD | -35.7% | +23.0% | -58.7% | -50.9% |
| 1Y | -49.5% | +20.7% | -70.2% | -60.4% |
| All | -49.5% | +19.7% | -69.2% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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