+24,338.5%
ORCL vs DIS
+1,689.2%
+22,649.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.5% | -5.5% | -6.3% |
| 7D | -17.5% | +5.7% | -23.2% | -19.6% |
| 30D | -20.2% | +12.7% | -32.8% | -24.6% |
| 3M | -19.9% | +15.2% | -35.1% | -25.5% |
| 6M | -37.4% | +17.6% | -55.0% | -42.6% |
| YTD | -40.1% | +3.8% | -43.9% | -42.1% |
| 1Y | -53.4% | +6.8% | -60.2% | -55.7% |
| 3Y | +10.4% | +42.1% | -31.7% | -10.7% |
| 5Y | +29.8% | -31.2% | +60.9% | +42.1% |
| 10Y | +249.2% | +37.6% | +211.6% | +154.8% |
| All | +24,338.5% | +1,689.2% | +22,649.3% | +3,917.3% |
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