+1,458.7%
ORCL vs BLDR
+414.6%
+1,044.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.5% | +0.6% | +2.7% |
| 7D | +5.3% | -2.8% | +8.1% | +5.7% |
| 30D | +10.0% | -13.3% | +23.2% | +12.1% |
| 3M | -32.6% | -12.3% | -20.3% | -31.7% |
| 6M | +4.9% | -31.5% | +36.4% | +9.8% |
| YTD | -17.8% | -36.1% | +18.3% | -13.4% |
| 1Y | -28.0% | -54.1% | +26.1% | -20.8% |
| 3Y | +36.0% | -55.8% | +91.8% | +47.0% |
| 5Y | +88.7% | +20.7% | +68.0% | +73.6% |
| 10Y | +346.9% | +390.2% | -43.3% | +217.8% |
| All | +1,458.7% | +414.6% | +1,044.0% | +705.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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