+7,969.5%
ORCL vs NOK
+1,298.0%
+6,671.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.8% | -3.6% | +1.0% |
| 7D | +0.5% | -1.4% | +1.9% | +1.0% |
| 30D | -15.3% | -21.0% | +5.8% | -8.7% |
| 3M | -18.2% | -12.6% | -5.6% | -15.1% |
| 6M | -38.4% | -36.2% | -2.2% | -30.3% |
| YTD | -37.7% | +26.4% | -64.1% | -44.5% |
| 1Y | -49.3% | +19.6% | -68.9% | -54.1% |
| 3Y | +10.6% | +152.6% | -141.9% | -25.3% |
| 5Y | +35.5% | +57.3% | -21.8% | +5.2% |
| 10Y | +251.6% | +123.8% | +127.8% | +103.2% |
| All | +7,969.5% | +1,298.0% | +6,671.6% | +1,741.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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