+270.3%
ORCL vs C
+216.5%
+53.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | +8.0% | +4.2% | +3.8% | +6.4% |
| 30D | -4.0% | +2.0% | -6.0% | -4.6% |
| 3M | -19.5% | -10.1% | -9.3% | -16.3% |
| 6M | -33.5% | +1.0% | -34.5% | -33.6% |
| YTD | -34.8% | +8.5% | -43.3% | -37.0% |
| 1Y | -41.6% | +25.7% | -67.3% | -46.4% |
| 3Y | +13.8% | +216.0% | -202.2% | -25.8% |
| 5Y | +43.4% | +112.3% | -68.9% | +5.3% |
| All | +270.3% | +216.5% | +53.7% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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