+246.0%
ORCL vs MSCI
+789.3%
-543.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.1% |
| 7D | -6.5% | +2.7% | -9.2% | -7.5% |
| 30D | -16.6% | +16.2% | -32.8% | -21.3% |
| 3M | -21.6% | +17.1% | -38.7% | -26.4% |
| 6M | -39.4% | +13.0% | -52.4% | -42.6% |
| YTD | -38.7% | +15.8% | -54.4% | -42.7% |
| 1Y | -50.4% | +15.5% | -65.8% | -53.6% |
| 3Y | +8.1% | +32.3% | -24.2% | -6.5% |
| 5Y | +34.5% | +8.2% | +26.4% | +22.0% |
| 10Y | +246.0% | +800.7% | -554.7% | +42.0% |
| All | +246.0% | +789.3% | -543.3% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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