+94.3%
ORCL vs BBY
+0.9%
+93.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.6% |
| 7D | +15.0% | +8.1% | +6.9% | +13.0% |
| 30D | +10.5% | +8.9% | +1.6% | +8.2% |
| 3M | -23.0% | +22.0% | -45.0% | -26.9% |
| 6M | +7.0% | +37.8% | -30.8% | -1.8% |
| YTD | -15.8% | +37.3% | -53.1% | -23.0% |
| 1Y | -31.1% | +21.6% | -52.6% | -35.2% |
| 3Y | +33.3% | +41.5% | -8.2% | +15.3% |
| 5Y | +94.3% | +1.2% | +93.1% | +72.0% |
| All | +94.3% | +0.9% | +93.4% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling