+246.0%
ORCL vs NDAQ
+472.5%
-226.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -2.2% |
| 7D | -6.5% | +2.9% | -9.4% | -7.8% |
| 30D | -16.6% | +17.5% | -34.0% | -23.4% |
| 3M | -21.6% | +15.4% | -37.1% | -27.4% |
| 6M | -39.4% | +24.6% | -64.0% | -46.4% |
| YTD | -38.7% | +14.4% | -53.1% | -43.6% |
| 1Y | -50.4% | +26.9% | -77.3% | -56.9% |
| 3Y | +8.1% | +119.8% | -111.7% | -29.5% |
| 5Y | +34.5% | +70.5% | -36.0% | -2.3% |
| 10Y | +246.0% | +475.8% | -229.8% | +31.2% |
| All | +246.0% | +472.5% | -226.4% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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