+9.3%
ORCL vs NOW
-15.9%
+25.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.9% | -1.0% | -4.8% |
| 7D | -17.5% | -6.7% | -10.8% | -15.3% |
| 30D | -20.2% | -25.8% | +5.7% | -13.3% |
| 3M | -19.9% | -12.7% | -7.3% | -19.6% |
| 6M | -37.4% | +11.2% | -48.7% | -43.9% |
| YTD | -40.1% | -33.2% | -6.9% | -34.6% |
| 1Y | -53.4% | -41.8% | -11.6% | -46.2% |
| All | +9.3% | -15.9% | +25.2% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling