+96.2%
QQQ vs ORCL
+34.9%
+61.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.4% | -0.5% |
| 7D | +1.5% | +15.0% | -13.5% | -1.3% |
| 30D | -0.6% | +10.5% | -11.2% | -2.7% |
| 3M | +0.4% | -23.0% | +23.4% | +4.9% |
| 6M | +20.1% | +7.0% | +13.1% | +16.5% |
| YTD | +17.2% | -15.8% | +33.0% | +18.9% |
| 1Y | +24.7% | -31.1% | +55.8% | +28.2% |
| 3Y | +96.2% | +33.3% | +62.9% | +57.7% |
| All | +96.2% | +34.9% | +61.3% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling