+12.3%
QQQ vs ORCL
-49.8%
+62.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.3% |
| 7D | -4.6% | -14.4% | +9.8% | -2.0% |
| 30D | -8.5% | -12.8% | +4.3% | -6.5% |
| 3M | -4.3% | -14.8% | +10.5% | -2.0% |
| 6M | +3.1% | -30.9% | +33.9% | +8.2% |
| YTD | +13.0% | -35.7% | +48.7% | +19.3% |
| 1Y | +12.3% | -49.5% | +61.7% | +23.5% |
| All | +12.3% | -49.8% | +62.1% | +23.5% |
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