+26,874.5%
ORCL vs BBY
+87,518.4%
-60,643.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.6% |
| 7D | +10.4% | +4.0% | +6.3% | +9.5% |
| 30D | -11.2% | +17.6% | -28.8% | -14.4% |
| 3M | -16.8% | +25.9% | -42.7% | -21.2% |
| 6M | -31.5% | +85.1% | -116.6% | -40.5% |
| YTD | -33.9% | +60.6% | -94.5% | -41.2% |
| 1Y | -43.3% | +40.2% | -83.4% | -48.1% |
| 3Y | +16.5% | +86.6% | -70.2% | -2.3% |
| 5Y | +45.4% | -3.7% | +49.1% | +37.7% |
| 10Y | +274.0% | +287.7% | -13.7% | +152.8% |
| All | +26,874.5% | +87,518.4% | -60,643.9% | +7,256.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling