+249.5%
ORCL vs MGY
+209.8%
+39.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.3% |
| 7D | -0.7% | +1.8% | -2.5% | -1.0% |
| 30D | +5.1% | +6.5% | -1.4% | +4.0% |
| 3M | -23.7% | +0.3% | -24.1% | -24.0% |
| 6M | +3.1% | -2.4% | +5.5% | +2.7% |
| YTD | -20.8% | +29.0% | -49.8% | -24.6% |
| 1Y | -52.9% | +17.0% | -69.9% | -54.5% |
| 3Y | +25.4% | +26.2% | -0.7% | +18.8% |
| 5Y | +82.4% | +92.3% | -9.9% | +59.2% |
| All | +249.5% | +209.8% | +39.6% | +227.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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