+251.6%
ORCL vs MKC
+25.4%
+226.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.4% |
| 7D | +0.5% | -1.9% | +2.4% | +0.7% |
| 30D | -15.3% | +8.0% | -23.3% | -16.8% |
| 3M | -18.2% | -8.6% | -9.6% | -17.2% |
| 6M | -38.4% | +1.1% | -39.5% | -39.2% |
| YTD | -37.7% | -27.7% | -10.0% | -34.0% |
| 1Y | -49.3% | -23.7% | -25.5% | -47.2% |
| 3Y | +10.6% | -19.4% | +30.0% | +9.1% |
| 5Y | +35.5% | -33.3% | +68.8% | +40.4% |
| 10Y | +251.6% | +24.0% | +227.6% | +195.9% |
| All | +251.6% | +25.4% | +226.2% | +195.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling