+251.6%
ORCL vs GWW
+696.0%
-444.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.0% |
| 7D | +0.5% | +5.3% | -4.8% | -1.2% |
| 30D | -15.3% | +12.4% | -27.7% | -18.5% |
| 3M | -18.2% | +13.7% | -32.0% | -21.7% |
| 6M | -38.4% | +18.0% | -56.4% | -42.0% |
| YTD | -37.7% | +44.6% | -82.3% | -45.6% |
| 1Y | -49.3% | +53.1% | -102.4% | -56.7% |
| 3Y | +10.6% | +90.2% | -79.6% | -13.4% |
| 5Y | +35.5% | +215.0% | -179.5% | -12.3% |
| 10Y | +251.6% | +658.9% | -407.3% | +85.7% |
| All | +251.6% | +696.0% | -444.4% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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