+368.8%
ORCL vs EME
+1,266.0%
-897.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.4% |
| 7D | +10.9% | +2.7% | +8.2% | +9.7% |
| 30D | +7.0% | -6.8% | +13.8% | +9.9% |
| 3M | -21.2% | -8.8% | -12.4% | -19.0% |
| 6M | +7.4% | +5.0% | +2.4% | +3.8% |
| YTD | -16.3% | +23.5% | -39.8% | -24.7% |
| 1Y | -32.3% | +21.3% | -53.6% | -39.0% |
| 3Y | +32.6% | +241.1% | -208.5% | -18.8% |
| 5Y | +93.1% | +549.2% | -456.1% | -7.2% |
| 10Y | +368.8% | +1,306.4% | -937.6% | +67.7% |
| All | +368.8% | +1,266.0% | -897.2% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EME 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling