+751.2%
GOOGL vs ORCL
+350.4%
+400.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -2.0% |
| 7D | -2.3% | +5.3% | -7.5% | -3.9% |
| 30D | -6.6% | +10.0% | -16.5% | -9.5% |
| 3M | -8.9% | -32.6% | +23.6% | +1.5% |
| 6M | +11.9% | +4.9% | +6.9% | +6.8% |
| YTD | +8.3% | -17.8% | +26.1% | +11.1% |
| 1Y | +46.2% | -28.0% | +74.2% | +48.6% |
| 3Y | +151.9% | +36.0% | +115.8% | +79.5% |
| 5Y | +137.7% | +88.7% | +49.0% | +39.2% |
| All | +751.2% | +350.4% | +400.8% | +208.1% |
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