+275.4%
ORCL vs GE
+149.4%
+126.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | 0.0% |
| 7D | +10.4% | +5.1% | +5.3% | +8.8% |
| 30D | -11.2% | +7.6% | -18.8% | -13.1% |
| 3M | -16.8% | -9.3% | -7.5% | -14.7% |
| 6M | -31.5% | +11.5% | -43.0% | -33.8% |
| YTD | -33.9% | +7.9% | -41.8% | -36.2% |
| 1Y | -43.3% | +7.6% | -50.9% | -45.2% |
| 3Y | +16.5% | +265.9% | -249.4% | -19.1% |
| 5Y | +45.4% | +405.9% | -360.5% | -8.8% |
| All | +275.4% | +149.4% | +126.1% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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