+26,157.2%
ORCL vs GD
+20,595.6%
+5,561.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.6% | -1.0% |
| 7D | -14.4% | +3.0% | -17.4% | -15.5% |
| 30D | -12.8% | +10.5% | -23.4% | -16.4% |
| 3M | -14.8% | -5.0% | -9.8% | -13.4% |
| 6M | -30.9% | +5.5% | -36.4% | -33.1% |
| YTD | -35.7% | +10.3% | -46.0% | -39.1% |
| 1Y | -49.5% | +8.2% | -57.6% | -51.8% |
| 3Y | +18.6% | +59.0% | -40.4% | -3.3% |
| 5Y | +38.4% | +104.3% | -65.8% | +1.3% |
| 10Y | +275.2% | +202.4% | +72.8% | +130.5% |
| All | +26,157.2% | +20,595.6% | +5,561.6% | +6,198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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