+33,471.1%
ORCL vs D
+2,347.4%
+31,123.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.2% |
| 7D | +5.3% | +1.5% | +3.8% | +4.8% |
| 30D | +10.0% | -2.6% | +12.6% | +10.8% |
| 3M | -32.6% | 0.0% | -32.6% | -32.8% |
| 6M | +4.9% | +7.4% | -2.4% | +1.3% |
| YTD | -17.8% | +15.9% | -33.6% | -22.7% |
| 1Y | -28.0% | +18.1% | -46.1% | -33.1% |
| 3Y | +36.0% | +58.4% | -22.4% | +10.7% |
| 5Y | +88.7% | +5.2% | +83.5% | +76.3% |
| 10Y | +346.9% | +35.9% | +311.0% | +271.5% |
| All | +33,471.1% | +2,347.4% | +31,123.7% | +12,213.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling