+24,538.0%
ORCL vs BHP
+6,976.6%
+17,561.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | -11.2% | +0.9% | -12.1% | -11.5% |
| 30D | -18.8% | -6.3% | -12.6% | -17.1% |
| 3M | -18.8% | -7.1% | -11.6% | -16.7% |
| 6M | -39.7% | -3.2% | -36.5% | -39.2% |
| YTD | -39.6% | +37.9% | -77.5% | -46.3% |
| 1Y | -51.7% | +49.7% | -101.4% | -58.2% |
| 3Y | +10.2% | +51.7% | -41.5% | -6.7% |
| 5Y | +30.8% | +122.0% | -91.2% | -6.0% |
| 10Y | +252.1% | +382.4% | -130.3% | +82.6% |
| All | +24,538.0% | +6,976.6% | +17,561.4% | +4,748.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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