+270.3%
ORCL vs NDAQ
+471.8%
-201.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +8.0% | +1.3% | +6.7% | +7.3% |
| 30D | -4.0% | +18.0% | -21.9% | -12.1% |
| 3M | -19.5% | +11.5% | -31.0% | -24.2% |
| 6M | -33.5% | +21.1% | -54.5% | -40.3% |
| YTD | -34.8% | +12.8% | -47.6% | -39.7% |
| 1Y | -41.6% | +25.7% | -67.3% | -49.1% |
| 3Y | +13.8% | +116.8% | -103.0% | -25.4% |
| 5Y | +43.4% | +67.3% | -23.9% | +5.1% |
| All | +270.3% | +471.8% | -201.5% | +37.7% |
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