+94.3%
ORCL vs MO
+98.0%
-3.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.3% |
| 7D | +15.0% | -2.0% | +17.0% | +14.8% |
| 30D | +10.5% | -0.3% | +10.8% | +10.6% |
| 3M | -23.0% | -2.9% | -20.1% | -23.2% |
| 6M | +7.0% | +5.8% | +1.2% | +6.3% |
| YTD | -15.8% | +22.0% | -37.8% | -17.7% |
| 1Y | -31.1% | +10.7% | -41.8% | -32.0% |
| 3Y | +33.3% | +94.4% | -61.1% | +16.3% |
| 5Y | +94.3% | +97.2% | -2.9% | +67.6% |
| All | +94.3% | +98.0% | -3.7% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 5y: compounded portfolio wealth divided by compounded MO 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…
5y analysis · Full analysis span regression · 6 months rolling