+270.3%
ORCL vs MSCI
+811.9%
-541.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.9% |
| 7D | +8.0% | +3.0% | +5.0% | +6.8% |
| 30D | -4.0% | +17.8% | -21.8% | -9.9% |
| 3M | -19.5% | +15.2% | -34.7% | -23.9% |
| 6M | -33.5% | +16.5% | -49.9% | -37.8% |
| YTD | -34.8% | +16.4% | -51.2% | -39.2% |
| 1Y | -41.6% | +16.8% | -58.4% | -45.7% |
| 3Y | +13.8% | +35.8% | -22.0% | -2.5% |
| 5Y | +43.4% | +7.0% | +36.4% | +30.7% |
| All | +270.3% | +811.9% | -541.6% | +47.9% |
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