+960.9%
ORCL vs BND
+76.8%
+884.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.1% |
| 7D | +5.3% | -0.1% | +5.4% | +5.2% |
| 30D | +10.0% | -0.4% | +10.3% | +9.9% |
| 3M | -32.6% | -0.6% | -32.0% | -32.6% |
| 6M | +4.9% | -1.4% | +6.4% | +4.8% |
| YTD | -17.8% | -0.2% | -17.5% | -17.8% |
| 1Y | -28.0% | +1.3% | -29.3% | -27.9% |
| 3Y | +36.0% | +13.2% | +22.9% | +38.2% |
| 5Y | +88.7% | -1.6% | +90.3% | +81.9% |
| 10Y | +346.9% | +15.5% | +331.4% | +380.3% |
| All | +960.9% | +76.8% | +884.1% | +1,452.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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