+10.2%
ORCL vs GE
+277.0%
-266.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.3% |
| 7D | -11.2% | +7.1% | -18.3% | -13.7% |
| 30D | -18.8% | +6.5% | -25.3% | -21.0% |
| 3M | -18.8% | -13.6% | -5.2% | -14.2% |
| 6M | -39.7% | +6.0% | -45.7% | -41.6% |
| YTD | -39.6% | +5.4% | -45.0% | -42.4% |
| 1Y | -51.7% | +6.5% | -58.2% | -54.2% |
| 3Y | +10.2% | +268.6% | -258.4% | -37.8% |
| All | +10.2% | +277.0% | -266.8% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling