+246.0%
ORCL vs BUD
-4.3%
+250.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.8% |
| 7D | -6.5% | +6.0% | -12.5% | -7.7% |
| 30D | -16.6% | +11.3% | -27.8% | -18.8% |
| 3M | -21.6% | +3.6% | -25.2% | -22.5% |
| 6M | -39.4% | +7.7% | -47.1% | -40.9% |
| YTD | -38.7% | +36.4% | -75.0% | -44.1% |
| 1Y | -50.4% | +37.8% | -88.2% | -55.0% |
| 3Y | +8.1% | +51.2% | -43.1% | -6.3% |
| 5Y | +34.5% | +53.4% | -18.9% | +14.6% |
| 10Y | +246.0% | -3.2% | +249.2% | +220.3% |
| All | +246.0% | -4.3% | +250.3% | +220.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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