+33,471.1%
ORCL vs GEN
+8,838.9%
+24,632.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.2% | +3.7% |
| 7D | +5.3% | -1.2% | +6.4% | +5.7% |
| 30D | +10.0% | +10.1% | -0.2% | +6.9% |
| 3M | -32.6% | +16.1% | -48.7% | -35.7% |
| 6M | +4.9% | +38.9% | -33.9% | -5.1% |
| YTD | -17.8% | +14.4% | -32.2% | -21.2% |
| 1Y | -28.0% | +5.9% | -33.9% | -29.7% |
| 3Y | +36.0% | +58.8% | -22.8% | +16.3% |
| 5Y | +88.7% | +24.7% | +64.1% | +69.9% |
| 10Y | +346.9% | +163.1% | +183.8% | +197.7% |
| All | +33,471.1% | +8,838.9% | +24,632.3% | +6,219.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling