+1,315.7%
MU vs ORCL
+88.6%
+1,227.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.0% | +4.7% |
| 7D | +9.0% | +5.3% | +3.7% | +6.5% |
| 30D | +13.8% | +10.0% | +3.8% | +8.8% |
| 3M | +2.1% | -32.6% | +34.7% | +19.9% |
| 6M | +153.8% | +4.9% | +148.9% | +143.8% |
| YTD | +256.4% | -17.8% | +274.1% | +277.1% |
| 1Y | +719.8% | -28.0% | +747.7% | +763.8% |
| 3Y | +1,360.4% | +36.0% | +1,324.3% | +946.1% |
| All | +1,315.7% | +88.6% | +1,227.0% | +664.4% |
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