+919.8%
NVDA vs ORCL
+88.6%
+831.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.2% | -0.7% |
| 7D | +5.9% | +5.3% | +0.6% | +3.0% |
| 30D | +5.1% | +10.0% | -4.9% | -0.2% |
| 3M | +5.4% | -32.6% | +37.9% | +27.1% |
| 6M | +26.0% | +4.9% | +21.1% | +17.0% |
| YTD | +23.7% | -17.8% | +41.4% | +30.1% |
| 1Y | +34.4% | -28.0% | +62.4% | +38.6% |
| 3Y | +375.8% | +36.0% | +339.8% | +179.5% |
| All | +919.8% | +88.6% | +831.2% | +309.4% |
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