+93.1%
ORCL vs EOSE
-69.1%
+162.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +2.9% | -0.3% |
| 7D | +10.9% | +15.0% | -4.1% | +9.7% |
| 30D | +7.0% | +2.5% | +4.5% | +6.5% |
| 3M | -21.2% | -33.7% | +12.5% | -19.5% |
| 6M | +7.4% | -32.7% | +40.1% | +8.9% |
| YTD | -16.3% | -63.8% | +47.5% | -12.8% |
| 1Y | -32.3% | -40.5% | +8.2% | -31.8% |
| 3Y | +32.6% | +50.4% | -17.8% | +22.4% |
| 5Y | +93.1% | -68.6% | +161.7% | +64.8% |
| All | +93.1% | -69.1% | +162.2% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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