+8.1%
ORCL vs BN
+100.8%
-92.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -0.7% |
| 7D | -6.5% | +4.3% | -10.8% | -9.1% |
| 30D | -16.6% | +14.3% | -30.9% | -24.1% |
| 3M | -21.6% | -4.1% | -17.5% | -19.9% |
| 6M | -39.4% | -9.7% | -29.7% | -35.6% |
| YTD | -38.7% | -7.1% | -31.5% | -36.3% |
| 1Y | -50.4% | -7.4% | -42.9% | -48.3% |
| 3Y | +8.1% | +102.3% | -94.2% | -18.5% |
| All | +8.1% | +100.8% | -92.7% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling