+24,338.5%
ORCL vs GE
+2,781.4%
+21,557.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.5% | -2.5% | -4.8% |
| 7D | -17.5% | +0.5% | -18.0% | -17.8% |
| 30D | -20.2% | +1.7% | -21.9% | -21.1% |
| 3M | -19.9% | -17.3% | -2.6% | -12.8% |
| 6M | -37.4% | +10.1% | -47.5% | -40.9% |
| YTD | -40.1% | +2.6% | -42.7% | -42.6% |
| 1Y | -53.4% | +3.7% | -57.1% | -55.6% |
| 3Y | +10.4% | +268.3% | -257.9% | -44.8% |
| 5Y | +29.8% | +376.2% | -346.4% | -44.9% |
| 10Y | +249.2% | +156.4% | +92.8% | +72.7% |
| All | +24,338.5% | +2,781.4% | +21,557.2% | +1,695.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling