+26,157.2%
ORCL vs DIS
+1,715.6%
+24,441.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.2% | -6.1% | -3.8% |
| 7D | -14.4% | +9.1% | -23.5% | -17.8% |
| 30D | -12.8% | +14.8% | -27.6% | -18.4% |
| 3M | -14.8% | +21.2% | -35.9% | -22.5% |
| 6M | -30.9% | +18.3% | -49.2% | -36.8% |
| YTD | -35.7% | +5.4% | -41.0% | -38.3% |
| 1Y | -49.5% | +8.3% | -57.7% | -52.3% |
| 3Y | +18.6% | +44.2% | -25.6% | -4.7% |
| 5Y | +38.4% | -28.0% | +66.4% | +48.3% |
| 10Y | +275.2% | +39.6% | +235.6% | +171.8% |
| All | +26,157.2% | +1,715.6% | +24,441.6% | +4,186.4% |
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