+7,721.0%
ORCL vs NOK
+1,209.1%
+6,511.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.1% |
| 7D | -11.2% | -10.5% | -0.6% | -7.8% |
| 30D | -18.8% | -27.9% | +9.0% | -9.8% |
| 3M | -18.8% | -18.8% | 0.0% | -13.7% |
| 6M | -39.7% | -41.9% | +2.2% | -29.7% |
| YTD | -39.6% | +18.4% | -58.0% | -45.1% |
| 1Y | -51.7% | +10.9% | -62.6% | -55.3% |
| 3Y | +10.2% | +137.9% | -127.7% | -24.1% |
| 5Y | +30.8% | +47.8% | -17.0% | +3.7% |
| 10Y | +252.1% | +116.4% | +135.7% | +105.5% |
| All | +7,721.0% | +1,209.1% | +6,511.8% | +1,724.4% |
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