+29.8%
ORCL vs DOCN
-34.6%
+64.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -15.9% | +8.9% | -3.5% |
| 7D | -17.5% | -29.3% | +11.8% | -11.2% |
| 30D | -20.2% | -46.0% | +25.9% | -9.2% |
| 3M | -19.9% | -43.2% | +23.2% | -10.5% |
| 6M | -37.4% | -53.7% | +16.3% | -27.4% |
| YTD | -40.1% | +46.9% | -87.1% | -45.3% |
| 1Y | -53.4% | +54.3% | -107.7% | -57.8% |
| 3Y | +10.4% | +185.5% | -175.1% | -11.8% |
| 5Y | +29.8% | -31.1% | +60.9% | +10.1% |
| All | +29.8% | -34.6% | +64.3% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling