+1,158.7%
ORCL vs EEM
+729.9%
+428.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | -0.5% |
| 7D | -11.2% | -2.8% | -8.3% | -9.6% |
| 30D | -18.8% | -11.9% | -6.9% | -12.1% |
| 3M | -18.8% | -8.8% | -10.0% | -13.7% |
| 6M | -39.7% | -11.6% | -28.1% | -34.6% |
| YTD | -39.6% | +9.0% | -48.6% | -42.2% |
| 1Y | -51.7% | +10.6% | -62.3% | -54.1% |
| 3Y | +10.2% | +64.4% | -54.1% | -15.9% |
| 5Y | +30.8% | +31.0% | -0.2% | +12.5% |
| 10Y | +252.1% | +105.6% | +146.5% | +128.9% |
| All | +1,158.7% | +729.9% | +428.8% | +206.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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