+40,119.4%
ORCL vs LIN
+10,822.5%
+29,296.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -3.0% |
| 7D | -14.4% | +3.3% | -17.7% | -15.6% |
| 30D | -12.8% | +8.8% | -21.6% | -15.9% |
| 3M | -14.8% | +8.6% | -23.4% | -17.9% |
| 6M | -30.9% | +7.0% | -37.9% | -33.5% |
| YTD | -35.7% | +24.3% | -59.9% | -42.0% |
| 1Y | -49.5% | +27.3% | -76.7% | -55.0% |
| 3Y | +18.6% | +38.9% | -20.3% | +1.1% |
| 5Y | +38.4% | +69.4% | -30.9% | +7.7% |
| 10Y | +275.2% | +440.7% | -165.5% | +80.1% |
| All | +40,119.4% | +10,822.5% | +29,296.8% | +7,529.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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