+33,471.1%
ORCL vs MKC
+3,376.8%
+30,094.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.4% |
| 7D | +5.3% | -5.9% | +11.1% | +7.1% |
| 30D | +10.0% | -0.9% | +10.8% | +10.1% |
| 3M | -32.6% | +12.7% | -45.3% | -35.6% |
| 6M | +4.9% | -19.3% | +24.2% | +10.4% |
| YTD | -17.8% | -22.2% | +4.4% | -13.1% |
| 1Y | -28.0% | -23.3% | -4.6% | -24.2% |
| 3Y | +36.0% | -30.0% | +66.0% | +44.5% |
| 5Y | +88.7% | -33.8% | +122.5% | +101.2% |
| 10Y | +346.9% | +24.4% | +322.5% | +273.9% |
| All | +33,471.1% | +3,376.8% | +30,094.4% | +10,686.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling