+24,538.0%
ORCL vs BEN
+4,818.7%
+19,719.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -1.1% |
| 7D | -11.2% | +6.6% | -17.8% | -13.5% |
| 30D | -18.8% | +3.8% | -22.7% | -20.1% |
| 3M | -18.8% | +0.2% | -19.0% | -18.8% |
| 6M | -39.7% | +10.4% | -50.2% | -42.0% |
| YTD | -39.6% | +46.2% | -85.8% | -48.3% |
| 1Y | -51.7% | +52.3% | -104.0% | -59.4% |
| 3Y | +10.2% | +65.9% | -55.7% | -13.9% |
| 5Y | +30.8% | +20.6% | +10.3% | +13.4% |
| 10Y | +252.1% | +64.8% | +187.3% | +143.5% |
| All | +24,538.0% | +4,818.7% | +19,719.3% | +3,868.9% |
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