+224.3%
INTC vs ORCL
+348.1%
-123.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.4% | +3.3% |
| 7D | +7.1% | +5.3% | +1.8% | +4.9% |
| 30D | -5.2% | +10.0% | -15.2% | -8.7% |
| 3M | -14.3% | -32.6% | +18.3% | -1.6% |
| 6M | +110.2% | +4.9% | +105.2% | +98.8% |
| YTD | +159.6% | -17.8% | +177.4% | +167.3% |
| 1Y | +289.3% | -28.0% | +317.3% | +294.7% |
| 3Y | +166.1% | +36.0% | +130.0% | +79.8% |
| 5Y | +94.4% | +88.7% | +5.7% | +4.9% |
| All | +224.3% | +348.1% | -123.8% | -1.2% |
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