-7.6%
TSLA vs ORCL
+30.4%
-38.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.9% |
| 7D | -10.4% | -11.2% | +0.7% | -6.3% |
| 30D | -5.2% | -18.8% | +13.6% | +1.9% |
| 3M | +12.1% | -18.8% | +30.9% | +19.8% |
| 6M | -10.2% | -39.7% | +29.6% | +5.8% |
| YTD | -20.3% | -39.6% | +19.3% | -7.7% |
| 1Y | -19.7% | -51.7% | +32.1% | +2.0% |
| 3Y | +63.4% | +10.2% | +53.1% | +13.9% |
| All | -7.6% | +30.4% | -38.0% | -42.9% |
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