+277.8%
ORCL vs MSCI
+809.1%
-531.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +8.6% |
| 7D | +3.8% | -1.9% | +5.7% | +4.5% |
| 30D | -6.6% | +16.5% | -23.0% | -11.9% |
| 3M | -11.4% | +18.2% | -29.6% | -17.1% |
| 6M | -33.3% | +14.0% | -47.3% | -37.1% |
| YTD | -33.3% | +16.6% | -49.8% | -37.8% |
| 1Y | -44.9% | +14.8% | -59.7% | -48.4% |
| 3Y | +17.6% | +33.3% | -15.6% | +1.5% |
| 5Y | +46.1% | +9.1% | +37.0% | +32.1% |
| 10Y | +277.8% | +820.4% | -542.6% | +53.8% |
| All | +277.8% | +809.1% | -531.4% | +53.8% |
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