+26,874.5%
ORCL vs LEN
+10,602.5%
+16,272.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.3% |
| 7D | +10.4% | -8.7% | +19.1% | +12.5% |
| 30D | -11.2% | +11.6% | -22.8% | -13.8% |
| 3M | -16.8% | -1.3% | -15.5% | -17.2% |
| 6M | -31.5% | -1.4% | -30.0% | -32.1% |
| YTD | -33.9% | -16.9% | -17.0% | -32.5% |
| 1Y | -43.3% | -31.2% | -12.1% | -39.8% |
| 3Y | +16.5% | -25.6% | +42.0% | +18.1% |
| 5Y | +45.4% | -13.3% | +58.7% | +40.3% |
| 10Y | +274.0% | +138.4% | +135.6% | +167.1% |
| All | +26,874.5% | +10,602.5% | +16,272.0% | +4,604.4% |
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