+363.4%
ORCL vs FTI
+304.2%
+59.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +2.7% |
| 7D | +15.0% | -0.2% | +15.2% | +15.0% |
| 30D | +10.5% | +12.3% | -1.8% | +8.4% |
| 3M | -23.0% | +13.8% | -36.8% | -24.9% |
| 6M | +7.0% | +24.3% | -17.3% | +2.5% |
| YTD | -15.8% | +75.8% | -91.6% | -24.1% |
| 1Y | -31.1% | +99.6% | -130.7% | -39.3% |
| 3Y | +33.3% | +278.4% | -245.1% | +4.9% |
| 5Y | +94.3% | +1,168.7% | -1,074.4% | +23.0% |
| 10Y | +363.4% | +297.5% | +65.9% | +210.2% |
| All | +363.4% | +304.2% | +59.1% | +210.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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