+270.3%
ORCL vs BUD
-2.1%
+272.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | +8.0% | +1.0% | +7.0% | +7.7% |
| 30D | -4.0% | +6.7% | -10.7% | -5.7% |
| 3M | -19.5% | +5.7% | -25.2% | -20.8% |
| 6M | -33.5% | +5.8% | -39.3% | -35.0% |
| YTD | -34.8% | +34.4% | -69.2% | -40.4% |
| 1Y | -41.6% | +33.3% | -74.9% | -46.7% |
| 3Y | +13.8% | +48.8% | -35.1% | -1.1% |
| 5Y | +43.4% | +52.5% | -9.2% | +22.1% |
| All | +270.3% | -2.1% | +272.3% | +236.3% |
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