+346.9%
ORCL vs BN
+267.0%
+79.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.2% |
| 7D | +5.3% | -2.5% | +7.7% | +6.6% |
| 30D | +10.0% | -9.5% | +19.5% | +15.4% |
| 3M | -32.6% | -10.4% | -22.2% | -28.8% |
| 6M | +4.9% | -6.4% | +11.3% | +8.4% |
| YTD | -17.8% | -11.9% | -5.9% | -12.7% |
| 1Y | -28.0% | -8.6% | -19.4% | -24.7% |
| 3Y | +36.0% | +77.6% | -41.5% | +6.4% |
| 5Y | +88.7% | +37.0% | +51.7% | +60.9% |
| All | +346.9% | +267.0% | +79.9% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling