+246.0%
ORCL vs NOW
+480.8%
-234.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -0.5% |
| 7D | -6.5% | -8.7% | +2.2% | -3.6% |
| 30D | -16.6% | -29.3% | +12.7% | -8.4% |
| 3M | -21.6% | -21.8% | +0.2% | -17.5% |
| 6M | -39.4% | +9.2% | -48.6% | -43.6% |
| YTD | -38.7% | -35.0% | -3.7% | -33.1% |
| 1Y | -50.4% | -42.5% | -7.8% | -43.8% |
| 3Y | +8.1% | -21.5% | +29.6% | +8.9% |
| 5Y | +34.5% | -25.8% | +60.3% | +32.3% |
| 10Y | +246.0% | +506.3% | -260.3% | +72.0% |
| All | +246.0% | +480.8% | -234.8% | +72.0% |
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