+328.9%
ORCL vs EQT
+50.4%
+278.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.5% |
| 7D | -5.4% | -2.0% | -3.4% | -5.1% |
| 30D | -2.0% | 0.0% | -2.0% | -2.0% |
| 3M | -18.1% | +5.9% | -24.0% | -18.8% |
| 6M | -7.2% | -14.8% | +7.6% | -5.6% |
| YTD | -22.2% | +1.8% | -23.9% | -22.7% |
| 1Y | -50.6% | +7.4% | -58.0% | -51.4% |
| 3Y | +22.9% | +33.6% | -10.8% | +17.1% |
| 5Y | +79.3% | +199.3% | -120.1% | +50.9% |
| All | +328.9% | +50.4% | +278.5% | +237.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded EQT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling