+748.4%
ORCL vs GNRC
+2,087.1%
-1,338.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.4% | +0.7% | +2.6% |
| 7D | +5.3% | +1.9% | +3.3% | +4.9% |
| 30D | +10.0% | -13.8% | +23.8% | +13.1% |
| 3M | -32.6% | -32.6% | +0.1% | -27.6% |
| 6M | +4.9% | -15.2% | +20.1% | +6.8% |
| YTD | -17.8% | +37.4% | -55.1% | -24.6% |
| 1Y | -28.0% | +5.1% | -33.1% | -30.4% |
| 3Y | +36.0% | +57.5% | -21.5% | +18.7% |
| 5Y | +88.7% | -58.7% | +147.4% | +101.4% |
| 10Y | +346.9% | +395.5% | -48.6% | +162.0% |
| All | +748.4% | +2,087.1% | -1,338.8% | +238.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling