+643.8%
AMZN vs ORCL
+274.6%
+369.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +2.8% | +10.4% | -7.6% | -0.4% |
| 30D | +3.4% | -11.2% | +14.7% | +6.3% |
| 3M | +0.1% | -16.8% | +16.8% | +4.4% |
| 6M | +0.6% | -31.5% | +32.1% | +9.4% |
| YTD | +15.9% | -33.9% | +49.8% | +25.6% |
| 1Y | +9.5% | -43.3% | +52.8% | +24.2% |
| 3Y | +86.3% | +16.5% | +69.8% | +38.5% |
| 5Y | +51.7% | +45.4% | +6.3% | -2.1% |
| All | +643.8% | +274.6% | +369.3% | +212.1% |
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