+100.4%
ORCL vs DOCN
+102.5%
-2.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.2% | +5.2% | -0.5% |
| 7D | -14.4% | -20.0% | +5.6% | -10.5% |
| 30D | -12.8% | -38.8% | +25.9% | -4.3% |
| 3M | -14.8% | -34.8% | +20.0% | -8.0% |
| 6M | -30.9% | -22.8% | -8.1% | -28.5% |
| YTD | -35.7% | +74.6% | -110.3% | -42.5% |
| 1Y | -49.5% | +116.4% | -165.9% | -56.4% |
| 3Y | +18.6% | +239.3% | -220.7% | -5.4% |
| 5Y | +38.4% | -20.2% | +58.7% | +15.2% |
| All | +100.4% | +102.5% | -2.1% | +73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling