+93.9%
INTC vs ORCL
+88.6%
+5.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.4% | +3.6% |
| 7D | +7.1% | +5.3% | +1.8% | +5.4% |
| 30D | -5.2% | +10.0% | -15.2% | -7.9% |
| 3M | -14.3% | -32.6% | +18.3% | -5.4% |
| 6M | +110.2% | +4.9% | +105.2% | +101.3% |
| YTD | +159.6% | -17.8% | +177.4% | +164.8% |
| 1Y | +289.3% | -28.0% | +317.3% | +291.2% |
| 3Y | +166.1% | +36.0% | +130.0% | +91.7% |
| All | +93.9% | +88.6% | +5.2% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling