-41.6%
ORCL vs NDAQ
+24.5%
-66.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +8.0% | +1.3% | +6.7% | +7.5% |
| 30D | -4.0% | +18.0% | -21.9% | -9.5% |
| 3M | -19.5% | +11.5% | -31.0% | -22.6% |
| 6M | -33.5% | +21.1% | -54.5% | -37.8% |
| YTD | -34.8% | +12.8% | -47.6% | -38.2% |
| 1Y | -41.6% | +25.7% | -67.3% | -40.3% |
| All | -41.6% | +24.5% | -66.1% | -40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling