+346.9%
ORCL vs DOC
-2.1%
+349.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +3.6% |
| 7D | +5.3% | -1.5% | +6.7% | +5.7% |
| 30D | +10.0% | -4.8% | +14.7% | +11.3% |
| 3M | -32.6% | +6.9% | -39.5% | -34.1% |
| 6M | +4.9% | +20.7% | -15.8% | -1.5% |
| YTD | -17.8% | +34.1% | -51.9% | -25.3% |
| 1Y | -28.0% | +22.6% | -50.6% | -33.2% |
| 3Y | +36.0% | +20.8% | +15.2% | +24.7% |
| 5Y | +88.7% | -24.9% | +113.6% | +99.9% |
| All | +346.9% | -2.1% | +349.0% | +318.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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