+91.4%
ORCL vs BB
-30.6%
+122.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | -5.6% | +10.9% | +6.3% |
| 30D | +10.0% | -11.8% | +21.8% | +12.2% |
| 3M | -32.6% | -25.5% | -7.1% | -29.7% |
| 6M | +4.9% | +121.3% | -116.3% | -9.9% |
| YTD | -17.8% | +103.2% | -120.9% | -28.4% |
| 1Y | -28.0% | +102.6% | -130.6% | -37.6% |
| 3Y | +36.0% | +37.5% | -1.5% | +21.1% |
| All | +91.4% | -30.6% | +122.0% | +74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling