+32.7%
ORCL vs NDAQ
+94.9%
-62.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +4.9% | +4.0% |
| 7D | +5.3% | -2.4% | +7.7% | +6.6% |
| 30D | +10.0% | +2.5% | +7.5% | +8.7% |
| 3M | -32.6% | +9.9% | -42.5% | -36.1% |
| 6M | +4.9% | +9.4% | -4.5% | -0.7% |
| YTD | -17.8% | +0.4% | -18.2% | -18.6% |
| 1Y | -28.0% | +4.0% | -32.0% | -30.4% |
| All | +32.7% | +94.9% | -62.2% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling