+33,471.1%
ORCL vs DIS
+1,507.4%
+31,963.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.9% |
| 7D | +5.3% | -2.6% | +7.8% | +6.5% |
| 30D | +10.0% | +3.5% | +6.5% | +8.0% |
| 3M | -32.6% | +6.8% | -39.4% | -35.0% |
| 6M | +4.9% | +3.0% | +1.9% | +2.7% |
| YTD | -17.8% | -6.7% | -11.0% | -16.2% |
| 1Y | -28.0% | -10.1% | -17.9% | -26.0% |
| 3Y | +36.0% | +33.0% | +3.0% | +13.6% |
| 5Y | +88.7% | -40.0% | +128.7% | +120.5% |
| 10Y | +346.9% | +21.1% | +325.9% | +247.3% |
| All | +33,471.1% | +1,507.4% | +31,963.7% | +5,720.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling