+82.4%
ORCL vs GNRC
-60.2%
+142.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.6% | -2.8% | -4.9% |
| 7D | -0.7% | -0.7% | 0.0% | -0.6% |
| 30D | +5.1% | -15.8% | +21.0% | +8.4% |
| 3M | -23.7% | -24.0% | +0.3% | -20.3% |
| 6M | +3.1% | -13.8% | +16.9% | +4.6% |
| YTD | -20.8% | +33.2% | -54.0% | -26.6% |
| 1Y | -52.9% | -1.8% | -51.1% | -53.8% |
| 3Y | +25.4% | +57.7% | -32.3% | +11.2% |
| 5Y | +82.4% | -59.7% | +142.2% | +80.5% |
| All | +82.4% | -60.2% | +142.6% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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