+244.8%
ORCL vs NOW
+501.5%
-256.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -11.2% | -3.0% | -8.2% | -10.2% |
| 30D | -18.8% | -26.0% | +7.2% | -12.2% |
| 3M | -18.8% | -13.1% | -5.7% | -17.5% |
| 6M | -39.7% | +14.5% | -54.2% | -44.9% |
| YTD | -39.6% | -33.4% | -6.2% | -34.7% |
| 1Y | -51.7% | -40.6% | -11.1% | -46.0% |
| 3Y | +10.2% | -16.3% | +26.5% | +8.8% |
| 5Y | +30.8% | -26.3% | +57.2% | +28.8% |
| All | +244.8% | +501.5% | -256.7% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 10y: compounded portfolio wealth divided by compounded NOW 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…
10y analysis · Full analysis span regression · 6 months rolling