+346.9%
ORCL vs DIS
+20.9%
+326.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.7% |
| 7D | +5.3% | -2.6% | +7.8% | +6.2% |
| 30D | +10.0% | +3.5% | +6.5% | +8.4% |
| 3M | -32.6% | +6.8% | -39.4% | -34.4% |
| 6M | +4.9% | +3.0% | +1.9% | +3.3% |
| YTD | -17.8% | -6.7% | -11.0% | -16.5% |
| 1Y | -28.0% | -10.1% | -17.9% | -26.3% |
| 3Y | +36.0% | +33.0% | +3.0% | +17.8% |
| 5Y | +88.7% | -40.0% | +128.7% | +114.2% |
| All | +346.9% | +20.9% | +326.0% | +256.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 10y: compounded portfolio wealth divided by compounded DIS 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…
10y analysis · Full analysis span regression · 6 months rolling