+42.7%
ORCL vs GEN
+33.3%
+9.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -2.2% |
| 7D | +8.0% | +2.0% | +5.9% | +7.3% |
| 30D | -4.0% | +27.7% | -31.7% | -12.6% |
| 3M | -19.5% | +3.3% | -22.7% | -21.2% |
| 6M | -33.5% | +31.8% | -65.3% | -40.6% |
| YTD | -34.8% | +13.5% | -48.3% | -39.3% |
| 1Y | -41.6% | +16.0% | -57.7% | -46.1% |
| 3Y | +13.8% | +70.6% | -56.8% | -7.5% |
| All | +42.7% | +33.3% | +9.3% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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