+32.7%
ORCL vs D
+58.5%
-25.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.0% |
| 7D | +5.3% | +1.5% | +3.8% | +5.5% |
| 30D | +10.0% | -2.6% | +12.6% | +9.5% |
| 3M | -32.6% | 0.0% | -32.6% | -32.6% |
| 6M | +4.9% | +7.4% | -2.4% | +6.1% |
| YTD | -17.8% | +15.9% | -33.6% | -16.4% |
| 1Y | -28.0% | +18.1% | -46.1% | -26.9% |
| All | +32.7% | +58.5% | -25.8% | +31.4% |
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 2023-09-04 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling