+24,338.5%
ORCL vs BP
+1,356.5%
+22,982.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.0% | -4.9% | -6.3% |
| 7D | -17.5% | -11.2% | -6.3% | -14.1% |
| 30D | -20.2% | -0.7% | -19.5% | -20.1% |
| 3M | -19.9% | +9.8% | -29.8% | -22.9% |
| 6M | -37.4% | -1.6% | -35.8% | -37.9% |
| YTD | -40.1% | +33.5% | -73.6% | -46.8% |
| 1Y | -53.4% | +31.7% | -85.1% | -58.5% |
| 3Y | +10.4% | +45.1% | -34.7% | -6.2% |
| 5Y | +29.8% | +105.9% | -76.2% | -5.6% |
| 10Y | +249.2% | +134.4% | +114.8% | +122.2% |
| All | +24,338.5% | +1,356.5% | +22,982.0% | +5,995.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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