+468.7%
SPCX vs ORCL
-7.0%
+475.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.8% | +10.4% |
| 7D | -0.3% | -11.2% | +10.8% | -26.9% |
| 30D | -19.9% | -18.8% | -1.1% | -56.4% |
| 3M | +16.8% | -18.8% | +35.6% | -44.0% |
| 6M | +421.0% | -53.0% | +474.0% | -21.3% |
| YTD | +421.0% | -53.0% | +474.0% | -21.3% |
| 1Y | +421.0% | -53.0% | +474.0% | -21.3% |
| All | +468.7% | -7.0% | +475.7% | -20.4% |
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