+33,471.1%
ORCL vs CDE
-89.5%
+33,560.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.2% |
| 7D | +5.3% | +0.5% | +4.7% | +5.2% |
| 30D | +10.0% | +21.9% | -11.9% | +8.9% |
| 3M | -32.6% | +14.9% | -47.5% | -33.1% |
| 6M | +4.9% | -10.5% | +15.4% | +5.0% |
| YTD | -17.8% | +19.3% | -37.0% | -18.8% |
| 1Y | -28.0% | +50.8% | -78.8% | -29.7% |
| 3Y | +36.0% | +782.3% | -746.3% | +22.5% |
| 5Y | +88.7% | +191.7% | -103.0% | +74.1% |
| 10Y | +346.9% | +57.6% | +289.3% | +304.4% |
| All | +33,471.1% | -89.5% | +33,560.6% | +28,491.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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