+1,326.9%
AAPL vs ORCL
+276.9%
+1,050.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.8% | -6.8% | -0.2% |
| 7D | +1.8% | +3.8% | -2.0% | +0.7% |
| 30D | +4.3% | -6.6% | +10.9% | +5.2% |
| 3M | +16.6% | -11.4% | +28.1% | +18.3% |
| 6M | +21.6% | -33.3% | +54.9% | +31.1% |
| YTD | +31.2% | -33.3% | +64.4% | +39.4% |
| 1Y | +29.6% | -44.9% | +74.5% | +45.4% |
| 3Y | +93.1% | +17.6% | +75.5% | +34.5% |
| 5Y | +146.2% | +46.1% | +100.1% | +46.2% |
| 10Y | +1,326.9% | +277.8% | +1,049.1% | +420.5% |
| All | +1,326.9% | +276.9% | +1,050.0% | +420.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling