+88.0%
ORCL vs DOCN
+74.7%
+13.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.3% |
| 7D | -11.2% | -19.2% | +8.0% | -7.4% |
| 30D | -18.8% | -43.1% | +24.2% | -9.6% |
| 3M | -18.8% | -40.7% | +21.9% | -10.7% |
| 6M | -39.7% | -55.0% | +15.2% | -30.7% |
| YTD | -39.6% | +50.6% | -90.3% | -44.4% |
| 1Y | -51.7% | +54.0% | -105.7% | -55.7% |
| 3Y | +10.2% | +203.9% | -193.7% | -9.9% |
| 5Y | +30.8% | -29.4% | +60.2% | +12.0% |
| All | +88.0% | +74.7% | +13.4% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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