+81,915.6%
ORCL vs ZBRA
+9,227.6%
+72,688.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.7% |
| 7D | +5.3% | +1.8% | +3.5% | +4.8% |
| 30D | +10.0% | -1.7% | +11.7% | +10.6% |
| 3M | -32.6% | +47.8% | -80.4% | -40.6% |
| 6M | +4.9% | +56.7% | -51.8% | -9.7% |
| YTD | -17.8% | +49.4% | -67.1% | -28.5% |
| 1Y | -28.0% | +16.5% | -44.5% | -33.2% |
| 3Y | +36.0% | +31.5% | +4.6% | +18.7% |
| 5Y | +88.7% | -38.6% | +127.3% | +98.4% |
| 10Y | +346.9% | +421.0% | -74.1% | +136.4% |
| All | +81,915.6% | +9,227.6% | +72,688.0% | +13,995.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling