+822.0%
MU vs ORCL
+28.1%
+793.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -6.9% | -10.5% | -14.2% |
| 7D | -29.7% | -17.5% | -12.3% | -22.9% |
| 30D | -37.2% | -20.2% | -17.1% | -30.3% |
| 3M | -26.5% | -19.9% | -6.6% | -18.8% |
| 6M | +2.6% | -37.4% | +40.0% | +24.8% |
| YTD | +130.1% | -40.1% | +170.3% | +181.5% |
| 1Y | +176.7% | -53.4% | +230.1% | +277.8% |
| 3Y | +813.1% | +10.4% | +802.7% | +615.6% |
| 5Y | +822.0% | +29.8% | +792.2% | +495.9% |
| All | +822.0% | +28.1% | +793.9% | +495.9% |
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