+33,471.1%
ORCL vs EVRG
+2,068.9%
+31,402.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +5.3% | +1.1% | +4.2% | +4.9% |
| 30D | +10.0% | -1.0% | +11.0% | +10.3% |
| 3M | -32.6% | +0.4% | -33.0% | -33.0% |
| 6M | +4.9% | -0.8% | +5.8% | +4.2% |
| YTD | -17.8% | +15.3% | -33.1% | -22.7% |
| 1Y | -28.0% | +17.9% | -45.9% | -33.1% |
| 3Y | +36.0% | +71.9% | -35.9% | +9.2% |
| 5Y | +88.7% | +45.3% | +43.5% | +59.4% |
| 10Y | +346.9% | +113.1% | +233.8% | +217.6% |
| All | +33,471.1% | +2,068.9% | +31,402.2% | +11,399.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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