+368.8%
ORCL vs MKC
+26.7%
+342.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | +10.9% | -4.3% | +15.2% | +11.8% |
| 30D | +7.0% | -3.1% | +10.1% | +7.6% |
| 3M | -21.2% | +6.8% | -28.0% | -22.7% |
| 6M | +7.4% | -18.3% | +25.7% | +11.7% |
| YTD | -16.3% | -23.1% | +6.8% | -12.0% |
| 1Y | -32.3% | -23.7% | -8.6% | -29.1% |
| 3Y | +32.6% | -31.0% | +63.6% | +41.0% |
| 5Y | +93.1% | -33.5% | +126.6% | +104.1% |
| 10Y | +368.8% | +30.3% | +338.5% | +284.4% |
| All | +368.8% | +26.7% | +342.1% | +284.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MKC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling