+1,685.3%
ORCL vs NDAQ
+2,632.1%
-946.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | +10.4% | +1.7% | +8.7% | +9.8% |
| 30D | -11.2% | +16.2% | -27.5% | -15.2% |
| 3M | -16.8% | +14.0% | -30.7% | -20.0% |
| 6M | -31.5% | +22.3% | -53.7% | -35.7% |
| YTD | -33.9% | +13.0% | -46.9% | -36.7% |
| 1Y | -43.3% | +24.0% | -67.3% | -47.1% |
| 3Y | +16.5% | +117.1% | -100.6% | -7.1% |
| 5Y | +45.4% | +67.5% | -22.1% | +23.3% |
| 10Y | +274.0% | +474.3% | -200.2% | +129.5% |
| All | +1,685.3% | +2,632.1% | -946.7% | +775.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling