+6,351.7%
AMD vs ORCL
+248.0%
+6,103.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.8% | +10.2% | +10.6% |
| 7D | -11.0% | -11.2% | +0.1% | -4.7% |
| 30D | -30.5% | -18.8% | -11.6% | -22.0% |
| 3M | -8.2% | -18.8% | +10.6% | +2.1% |
| 6M | +6.6% | -39.7% | +46.3% | +35.8% |
| YTD | +109.7% | -39.6% | +149.3% | +161.8% |
| 1Y | +88.9% | -51.7% | +140.7% | +165.1% |
| 3Y | +301.8% | +10.2% | +291.6% | +176.3% |
| 5Y | +229.4% | +30.8% | +198.5% | +93.4% |
| All | +6,351.7% | +248.0% | +6,103.7% | +1,612.8% |
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