+1,276.0%
AAPL vs ORCL
+260.6%
+1,015.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.2% | -0.7% | +1.6% |
| 7D | +3.7% | +0.5% | +3.2% | +3.4% |
| 30D | +4.2% | -15.3% | +19.5% | +7.8% |
| 3M | +12.0% | -18.2% | +30.2% | +16.0% |
| 6M | +19.8% | -38.4% | +58.2% | +31.9% |
| YTD | +29.3% | -37.7% | +67.1% | +39.9% |
| 1Y | +31.1% | -49.3% | +80.4% | +50.5% |
| 3Y | +94.9% | +10.6% | +84.2% | +37.6% |
| 5Y | +138.1% | +35.5% | +102.6% | +44.4% |
| 10Y | +1,276.0% | +251.6% | +1,024.4% | +411.7% |
| All | +1,276.0% | +260.6% | +1,015.3% | +411.7% |
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 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