-84.3%
ORCX vs SPY
+14.6%
-98.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.2% | -10.9% |
| 7D | -27.9% | -0.7% | -27.2% | -25.0% |
| 30D | -28.7% | -1.0% | -27.6% | -23.2% |
| 3M | -35.5% | -0.3% | -35.2% | -31.3% |
| 6M | -63.4% | +7.3% | -70.8% | -68.7% |
| YTD | -72.7% | +13.3% | -86.0% | -79.9% |
| 1Y | -84.3% | +14.8% | -99.1% | -88.8% |
| All | -84.3% | +14.6% | -98.9% | -88.8% |
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