+363.4%
ORCL vs EW
+124.3%
+239.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.5% | +5.9% | +3.2% |
| 7D | +15.0% | -4.4% | +19.4% | +16.2% |
| 30D | +10.5% | -3.3% | +13.9% | +11.4% |
| 3M | -23.0% | +1.0% | -24.0% | -23.4% |
| 6M | +7.0% | +6.2% | +0.8% | +5.1% |
| YTD | -15.8% | +1.7% | -17.5% | -16.6% |
| 1Y | -31.1% | +8.1% | -39.2% | -33.0% |
| 3Y | +33.3% | +17.1% | +16.2% | +21.9% |
| 5Y | +94.3% | -29.4% | +123.7% | +101.9% |
| 10Y | +363.4% | +121.7% | +241.6% | +254.8% |
| All | +363.4% | +124.3% | +239.1% | +254.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EW 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling