+25.6%
QQQ vs ORCL
-27.7%
+53.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.2% |
| 7D | +0.4% | +5.3% | -4.9% | -0.3% |
| 30D | +0.2% | +10.0% | -9.7% | -1.0% |
| 3M | -2.8% | -32.6% | +29.8% | +0.3% |
| 6M | +18.0% | +4.9% | +13.1% | +16.8% |
| YTD | +17.3% | -17.8% | +35.1% | +17.5% |
| 1Y | +25.6% | -28.0% | +53.6% | +27.0% |
| All | +25.6% | -27.7% | +53.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL 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 ORCL 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