+33,471.1%
ORCL vs BN
+15,251.3%
+18,219.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.2% |
| 7D | +5.3% | -2.5% | +7.7% | +6.3% |
| 30D | +10.0% | -9.5% | +19.5% | +14.4% |
| 3M | -32.6% | -10.4% | -22.2% | -29.5% |
| 6M | +4.9% | -6.4% | +11.3% | +7.8% |
| YTD | -17.8% | -11.9% | -5.9% | -13.5% |
| 1Y | -28.0% | -8.6% | -19.4% | -25.3% |
| 3Y | +36.0% | +77.6% | -41.5% | +9.7% |
| 5Y | +88.7% | +37.0% | +51.7% | +64.0% |
| 10Y | +346.9% | +266.4% | +80.5% | +162.5% |
| All | +33,471.1% | +15,251.3% | +18,219.8% | +7,461.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling