+35.5%
ORCL vs NOW
-26.1%
+61.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.9% |
| 7D | +0.5% | -3.1% | +3.5% | +1.7% |
| 30D | -15.3% | -27.0% | +11.8% | -7.6% |
| 3M | -18.2% | -17.7% | -0.5% | -15.5% |
| 6M | -38.4% | +12.7% | -51.1% | -44.0% |
| YTD | -37.7% | -32.9% | -4.8% | -32.6% |
| 1Y | -49.3% | -40.4% | -8.9% | -42.9% |
| 3Y | +10.6% | -17.1% | +27.7% | +9.0% |
| 5Y | +35.5% | -25.7% | +61.2% | +31.0% |
| All | +35.5% | -26.1% | +61.6% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling