+42.7%
ORCL vs GLW
+228.2%
-185.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | 0.0% |
| 7D | +8.0% | +7.7% | +0.2% | +5.4% |
| 30D | -4.0% | -18.8% | +14.9% | +2.4% |
| 3M | -19.5% | -27.7% | +8.3% | -11.5% |
| 6M | -33.5% | -44.4% | +11.0% | -23.8% |
| YTD | -34.8% | +31.3% | -66.1% | -50.8% |
| 1Y | -41.6% | +40.0% | -81.7% | -57.5% |
| 3Y | +13.8% | +339.2% | -325.5% | -50.8% |
| All | +42.7% | +228.2% | -185.5% | -30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling