+33,471.1%
ORCL vs BKR
+571.3%
+32,899.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +5.3% | +1.7% | +3.5% | +4.9% |
| 30D | +10.0% | +3.3% | +6.6% | +9.1% |
| 3M | -32.6% | -3.6% | -29.0% | -32.1% |
| 6M | +4.9% | +5.0% | -0.1% | +3.3% |
| YTD | -17.8% | +40.9% | -58.7% | -24.0% |
| 1Y | -28.0% | +39.2% | -67.2% | -33.4% |
| 3Y | +36.0% | +83.7% | -47.7% | +17.8% |
| 5Y | +88.7% | +207.5% | -118.8% | +43.2% |
| 10Y | +346.9% | +136.3% | +210.6% | +230.0% |
| All | +33,471.1% | +571.3% | +32,899.8% | +16,021.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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