+33,471.1%
ORCL vs BEN
+4,913.3%
+28,557.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.4% | +1.7% |
| 7D | +5.3% | +0.2% | +5.0% | +5.2% |
| 30D | +10.0% | -0.5% | +10.5% | +10.3% |
| 3M | -32.6% | +9.7% | -42.3% | -35.0% |
| 6M | +4.9% | +33.9% | -29.0% | -6.8% |
| YTD | -17.8% | +49.0% | -66.7% | -30.1% |
| 1Y | -28.0% | +42.1% | -70.1% | -38.1% |
| 3Y | +36.0% | +51.9% | -15.9% | +9.9% |
| 5Y | +88.7% | +39.0% | +49.7% | +53.1% |
| 10Y | +346.9% | +57.9% | +289.0% | +214.3% |
| All | +33,471.1% | +4,913.3% | +28,557.8% | +5,265.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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