+33,471.1%
ORCL vs BMY
+1,782.2%
+31,689.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +4.9% | +3.7% |
| 7D | +5.3% | +0.4% | +4.9% | +5.1% |
| 30D | +10.0% | +5.0% | +5.0% | +8.2% |
| 3M | -32.6% | +19.4% | -52.0% | -36.6% |
| 6M | +4.9% | +9.5% | -4.6% | +0.8% |
| YTD | -17.8% | +28.1% | -45.8% | -25.3% |
| 1Y | -28.0% | +50.0% | -78.0% | -38.3% |
| 3Y | +36.0% | +24.1% | +11.9% | +20.5% |
| 5Y | +88.7% | +25.0% | +63.7% | +64.9% |
| 10Y | +346.9% | +68.7% | +278.2% | +237.1% |
| All | +33,471.1% | +1,782.2% | +31,689.0% | +5,973.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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