+25,321.1%
ORCL vs BMY
+1,668.5%
+23,652.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +0.5% | -1.4% | +1.9% | +0.8% |
| 30D | -15.3% | +5.1% | -20.4% | -17.0% |
| 3M | -18.2% | -3.0% | -15.2% | -18.0% |
| 6M | -38.4% | +13.1% | -51.5% | -41.6% |
| YTD | -37.7% | +20.3% | -58.0% | -42.7% |
| 1Y | -49.3% | +39.0% | -88.3% | -55.6% |
| 3Y | +10.6% | +42.0% | -31.4% | -7.2% |
| 5Y | +35.5% | +28.5% | +7.0% | +16.3% |
| 10Y | +251.6% | +57.5% | +194.1% | +170.6% |
| All | +25,321.1% | +1,668.5% | +23,652.6% | +4,560.8% |
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