+94.2%
ORCL vs ZBRA
-39.1%
+133.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.8% | +5.2% | +3.2% |
| 7D | +15.0% | +2.6% | +12.4% | +14.2% |
| 30D | +10.5% | -6.4% | +16.9% | +12.7% |
| 3M | -23.0% | +51.3% | -74.3% | -32.9% |
| 6M | +7.0% | +60.5% | -53.5% | -8.9% |
| YTD | -15.8% | +45.2% | -61.0% | -26.3% |
| 1Y | -31.1% | +12.3% | -43.4% | -35.2% |
| 3Y | +33.3% | +37.5% | -4.2% | +15.3% |
| All | +94.2% | -39.1% | +133.2% | +133.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling