+6,815.9%
ORCL vs DAR
+1,348.6%
+5,467.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.9% | -6.7% |
| 7D | -17.5% | -8.1% | -9.4% | -16.9% |
| 30D | -20.2% | -17.1% | -3.0% | -19.0% |
| 3M | -19.9% | -12.3% | -7.7% | -19.3% |
| 6M | -37.4% | -21.8% | -15.6% | -36.4% |
| YTD | -40.1% | +40.8% | -81.0% | -41.8% |
| 1Y | -53.4% | +57.4% | -110.7% | -55.1% |
| 3Y | +10.4% | +12.1% | -1.7% | +7.9% |
| 5Y | +29.8% | -40.2% | +70.0% | +31.7% |
| 10Y | +249.2% | +280.1% | -30.8% | +207.8% |
| All | +6,815.9% | +1,348.6% | +5,467.3% | +4,997.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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