+336.5%
ORCL vs LYB
+49.7%
+286.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.6% |
| 30D | +5.1% | +1.5% | +3.6% | +4.5% |
| 3M | -23.7% | -0.3% | -23.5% | -24.0% |
| 6M | +3.1% | +0.1% | +3.0% | +1.4% |
| YTD | -20.8% | +53.4% | -74.2% | -30.6% |
| 1Y | -52.9% | +25.6% | -78.5% | -56.8% |
| 3Y | +25.4% | -21.3% | +46.7% | +28.1% |
| 5Y | +82.4% | -2.4% | +84.9% | +72.8% |
| All | +336.5% | +49.7% | +286.8% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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