+508.6%
NVDA vs ORCL
+30.4%
+478.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.4% |
| 7D | -8.8% | -11.2% | +2.4% | -3.5% |
| 30D | -21.4% | -18.8% | -2.6% | -13.8% |
| 3M | -14.7% | -18.8% | +4.1% | -7.3% |
| 6M | -10.0% | -39.7% | +29.7% | +11.5% |
| YTD | +0.3% | -39.6% | +39.9% | +21.3% |
| 1Y | -0.5% | -51.7% | +51.2% | +36.0% |
| 3Y | +309.2% | +10.2% | +298.9% | +154.2% |
| All | +508.6% | +30.4% | +478.1% | +208.1% |
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