+16.5%
ORCL vs BB
+161.8%
-145.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.8% | +6.0% | +8.2% |
| 7D | +3.8% | +7.3% | -3.5% | +2.4% |
| 30D | -6.6% | +11.2% | -17.8% | -8.5% |
| 3M | -11.4% | +4.7% | -16.1% | -12.7% |
| 6M | -33.3% | +51.1% | -84.4% | -39.2% |
| YTD | -33.3% | +148.0% | -181.3% | -44.5% |
| 1Y | -44.9% | +106.1% | -151.0% | -53.0% |
| All | +16.5% | +161.8% | -145.3% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling