+316.4%
ORCL vs FND
+58.4%
+258.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.6% | +7.0% | +3.2% |
| 7D | +15.0% | +0.4% | +14.6% | +14.9% |
| 30D | +10.5% | -23.6% | +34.1% | +15.8% |
| 3M | -23.0% | +4.3% | -27.3% | -24.4% |
| 6M | +7.0% | -20.3% | +27.3% | +10.0% |
| YTD | -15.8% | -21.3% | +5.5% | -13.5% |
| 1Y | -31.1% | -45.4% | +14.3% | -24.6% |
| 3Y | +33.3% | -48.9% | +82.1% | +43.6% |
| 5Y | +94.3% | -61.0% | +155.3% | +111.3% |
| All | +316.4% | +58.4% | +258.0% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling