+153.4%
ORCL vs ACI
+32.8%
+120.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.4% |
| 7D | +8.0% | +2.3% | +5.7% | +8.0% |
| 30D | -4.0% | +1.2% | -5.2% | -4.1% |
| 3M | -19.5% | +6.8% | -26.3% | -19.6% |
| 6M | -33.5% | -18.7% | -14.7% | -33.0% |
| YTD | -34.8% | -20.2% | -14.6% | -34.5% |
| 1Y | -41.6% | -23.7% | -17.9% | -41.1% |
| 3Y | +13.8% | -31.6% | +45.4% | +15.1% |
| 5Y | +43.4% | -42.8% | +86.2% | +45.8% |
| All | +153.4% | +32.8% | +120.6% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling