-80.4%
ORCU vs SPY
+17.3%
-97.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -11.5% |
| 7D | -28.2% | -0.7% | -27.5% | -25.3% |
| 30D | -28.7% | -1.0% | -27.6% | -23.0% |
| 3M | -35.5% | -0.3% | -35.1% | -31.3% |
| 6M | -63.2% | +7.3% | -70.5% | -68.6% |
| YTD | -72.3% | +13.3% | -85.6% | -79.8% |
| All | -80.4% | +17.3% | -97.7% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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