+26,157.2%
ORCL vs C
+1,086.1%
+25,071.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.5% |
| 7D | -14.4% | +1.1% | -15.5% | -14.7% |
| 30D | -12.8% | -2.4% | -10.4% | -12.3% |
| 3M | -14.8% | -8.4% | -6.4% | -12.6% |
| 6M | -30.9% | +0.3% | -31.2% | -31.0% |
| YTD | -35.7% | +9.1% | -44.8% | -37.6% |
| 1Y | -49.5% | +26.0% | -75.5% | -53.0% |
| 3Y | +18.6% | +221.2% | -202.5% | -17.7% |
| 5Y | +38.4% | +120.4% | -82.0% | +5.7% |
| 10Y | +275.2% | +250.6% | +24.6% | +134.9% |
| All | +26,157.2% | +1,086.1% | +25,071.1% | +6,544.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling