+555.5%
AMZN vs ORCL
+361.0%
+194.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.3% |
| 7D | +0.8% | +15.0% | -14.2% | -3.5% |
| 30D | -6.4% | +10.5% | -16.9% | -9.5% |
| 3M | +4.8% | -23.0% | +27.8% | +12.4% |
| 6M | +20.5% | +7.0% | +13.5% | +14.1% |
| YTD | +11.3% | -15.8% | +27.1% | +13.4% |
| 1Y | +9.0% | -31.1% | +40.0% | +13.0% |
| 3Y | +85.9% | +33.3% | +52.6% | +35.6% |
| 5Y | +45.8% | +94.3% | -48.5% | -13.7% |
| 10Y | +555.5% | +363.4% | +192.1% | +150.9% |
| All | +555.5% | +361.0% | +194.5% | +150.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling