+346.9%
ORCL vs ACN
+91.6%
+255.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.3% | +6.4% | +4.5% |
| 7D | +5.3% | -1.5% | +6.8% | +6.0% |
| 30D | +10.0% | +9.4% | +0.6% | +5.4% |
| 3M | -32.6% | +5.6% | -38.2% | -35.7% |
| 6M | +4.9% | -9.3% | +14.2% | +7.8% |
| YTD | -17.8% | -29.0% | +11.2% | -5.4% |
| 1Y | -28.0% | -24.7% | -3.3% | -20.8% |
| 3Y | +36.0% | -39.8% | +75.8% | +65.9% |
| 5Y | +88.7% | -40.9% | +129.6% | +127.7% |
| All | +346.9% | +91.6% | +255.3% | +191.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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