+27,144.0%
ORCL vs LEN
+10,954.7%
+16,189.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +8.9% |
| 7D | +3.8% | -6.4% | +10.1% | +5.2% |
| 30D | -6.6% | +15.6% | -22.2% | -10.0% |
| 3M | -11.4% | -0.8% | -10.7% | -12.0% |
| 6M | -33.3% | +0.4% | -33.7% | -34.2% |
| YTD | -33.3% | -14.1% | -19.1% | -32.3% |
| 1Y | -44.9% | -29.6% | -15.3% | -41.8% |
| 3Y | +17.6% | -23.1% | +40.8% | +18.5% |
| 5Y | +46.1% | -8.9% | +54.9% | +39.4% |
| 10Y | +277.8% | +146.2% | +131.5% | +167.9% |
| All | +27,144.0% | +10,954.7% | +16,189.3% | +4,618.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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