+368.8%
ORCL vs DKS
+197.0%
+171.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.7% |
| 7D | +10.9% | -2.9% | +13.8% | +11.4% |
| 30D | +7.0% | -37.7% | +44.7% | +14.5% |
| 3M | -21.2% | -38.9% | +17.7% | -15.7% |
| 6M | +7.4% | -31.1% | +38.5% | +12.1% |
| YTD | -16.3% | -31.8% | +15.5% | -12.6% |
| 1Y | -32.3% | -38.0% | +5.7% | -28.2% |
| 3Y | +32.6% | +28.6% | +3.9% | +23.2% |
| 5Y | +93.1% | +12.5% | +80.6% | +76.8% |
| 10Y | +368.8% | +198.3% | +170.5% | +253.7% |
| All | +368.8% | +197.0% | +171.8% | +253.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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