+15.5%
TSLA vs ORCL
+43.0%
-27.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.3% |
| 7D | +8.9% | +8.0% | +1.0% | +5.6% |
| 30D | +6.3% | -4.0% | +10.3% | +7.2% |
| 3M | +14.8% | -19.5% | +34.2% | +23.3% |
| 6M | -12.4% | -33.5% | +21.1% | -0.9% |
| YTD | -13.2% | -34.8% | +21.6% | -2.5% |
| 1Y | -2.9% | -41.6% | +38.7% | +13.4% |
| 3Y | +74.4% | +13.8% | +60.7% | +21.6% |
| All | +15.5% | +43.0% | -27.4% | -37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling