+10,556.6%
ORCL vs NOK
+1,614.1%
+8,942.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.7% | +0.4% | +2.2% |
| 7D | +5.3% | -1.8% | +7.0% | +5.9% |
| 30D | +10.0% | +4.7% | +5.3% | +8.2% |
| 3M | -32.6% | -39.7% | +7.1% | -21.3% |
| 6M | +4.9% | +23.1% | -18.1% | -4.6% |
| YTD | -17.8% | +55.0% | -72.8% | -31.1% |
| 1Y | -28.0% | +118.0% | -146.0% | -47.1% |
| 3Y | +36.0% | +170.5% | -134.5% | -9.8% |
| 5Y | +88.7% | +84.9% | +3.9% | +39.5% |
| 10Y | +346.9% | +112.0% | +234.9% | +165.8% |
| All | +10,556.6% | +1,614.1% | +8,942.5% | +2,188.2% |
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