+346.9%
ORCL vs C
+291.6%
+55.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +5.3% | +3.6% | +1.6% | +3.9% |
| 30D | +10.0% | +0.1% | +9.9% | +9.9% |
| 3M | -32.6% | +2.4% | -35.0% | -33.2% |
| 6M | +4.9% | +24.9% | -20.0% | -3.3% |
| YTD | -17.8% | +19.8% | -37.6% | -23.2% |
| 1Y | -28.0% | +44.9% | -72.9% | -37.5% |
| 3Y | +36.0% | +263.0% | -227.0% | -15.7% |
| 5Y | +88.7% | +129.5% | -40.8% | +34.6% |
| All | +346.9% | +291.6% | +55.3% | +146.6% |
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