+30.6%
ORCL vs GE
+386.1%
-355.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.2% |
| 7D | -11.2% | +7.1% | -18.3% | -13.6% |
| 30D | -18.8% | +6.5% | -25.3% | -20.9% |
| 3M | -18.8% | -13.6% | -5.2% | -14.4% |
| 6M | -39.7% | +6.0% | -45.7% | -41.5% |
| YTD | -39.6% | +5.4% | -45.0% | -42.2% |
| 1Y | -51.7% | +6.5% | -58.2% | -54.0% |
| 3Y | +10.2% | +268.6% | -258.4% | -36.2% |
| All | +30.6% | +386.1% | -355.5% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling