+6,406.4%
AMD vs ORCL
+345.6%
+6,060.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.1% | +1.6% | +3.1% |
| 7D | +2.6% | +5.3% | -2.7% | -0.4% |
| 30D | -0.9% | +10.0% | -10.9% | -6.4% |
| 3M | -8.7% | -32.6% | +23.9% | +11.0% |
| 6M | +136.3% | +4.9% | +131.4% | +120.0% |
| YTD | +123.0% | -17.8% | +140.7% | +135.6% |
| 1Y | +195.2% | -28.0% | +223.2% | +209.2% |
| 3Y | +336.3% | +36.0% | +300.3% | +168.3% |
| 5Y | +334.5% | +88.7% | +245.7% | +105.0% |
| All | +6,406.4% | +345.6% | +6,060.8% | +1,313.8% |
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