+277.8%
ORCL vs BBY
+290.9%
-13.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.0% | +7.8% | +8.6% |
| 7D | +3.8% | +3.7% | 0.0% | +2.9% |
| 30D | -6.6% | +20.9% | -27.4% | -11.0% |
| 3M | -11.4% | +27.6% | -39.0% | -17.1% |
| 6M | -33.3% | +86.9% | -120.2% | -43.7% |
| YTD | -33.3% | +63.3% | -96.6% | -42.1% |
| 1Y | -44.9% | +42.6% | -87.5% | -50.6% |
| 3Y | +17.6% | +89.8% | -72.2% | -6.1% |
| 5Y | +46.1% | -0.1% | +46.1% | +35.0% |
| 10Y | +277.8% | +294.3% | -16.5% | +155.2% |
| All | +277.8% | +290.9% | -13.1% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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