+27,144.0%
ORCL vs ADSK
+5,867.3%
+21,276.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.9% | +8.8% |
| 7D | +3.8% | -3.7% | +7.5% | +5.1% |
| 30D | -6.6% | +11.3% | -17.9% | -10.5% |
| 3M | -11.4% | +3.3% | -14.8% | -13.7% |
| 6M | -33.3% | +10.1% | -43.4% | -36.9% |
| YTD | -33.3% | -12.2% | -21.1% | -31.7% |
| 1Y | -44.9% | -13.9% | -31.0% | -43.3% |
| 3Y | +17.6% | +23.5% | -5.8% | +6.6% |
| 5Y | +46.1% | -20.0% | +66.1% | +47.2% |
| 10Y | +277.8% | +252.3% | +25.5% | +111.1% |
| All | +27,144.0% | +5,867.3% | +21,276.7% | +3,778.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 all: compounded portfolio wealth divided by compounded ADSK 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…
all analysis · Full analysis span regression · 6 months rolling