+251.6%
ORCL vs GLW
+554.8%
-303.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.3% | -6.1% | -0.1% |
| 7D | +0.5% | -5.9% | +6.4% | +2.5% |
| 30D | -15.3% | -26.0% | +10.7% | -5.9% |
| 3M | -18.2% | -29.9% | +11.7% | -8.4% |
| 6M | -38.4% | -37.8% | -0.7% | -31.6% |
| YTD | -37.7% | +33.1% | -70.8% | -52.4% |
| 1Y | -49.3% | +36.8% | -86.1% | -61.9% |
| 3Y | +10.6% | +356.1% | -345.5% | -51.3% |
| 5Y | +35.5% | +243.8% | -208.3% | -34.0% |
| 10Y | +251.6% | +542.4% | -290.8% | +15.5% |
| All | +251.6% | +554.8% | -303.2% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GLW.
Daily Out/Under-Performance
Portfolio return minus GLW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLW 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 10y: compounded portfolio wealth divided by compounded GLW 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…
10y analysis · Full analysis span regression · 6 months rolling