+24,338.5%
ORCL vs AXP
+6,654.6%
+17,683.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.3% | -4.6% | -6.0% |
| 7D | -17.5% | +0.4% | -17.9% | -17.7% |
| 30D | -20.2% | +7.0% | -27.2% | -22.5% |
| 3M | -19.9% | -6.6% | -13.4% | -17.9% |
| 6M | -37.4% | +3.5% | -40.9% | -38.5% |
| YTD | -40.1% | -11.2% | -29.0% | -37.5% |
| 1Y | -53.4% | -10.2% | -43.2% | -51.7% |
| 3Y | +10.4% | +120.0% | -109.6% | -22.2% |
| 5Y | +29.8% | +95.6% | -65.8% | -6.7% |
| 10Y | +249.2% | +468.1% | -218.9% | +48.5% |
| All | +24,338.5% | +6,654.6% | +17,683.9% | +2,451.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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