+377.2%
ORCL vs NOW
+2,054.9%
-1,677.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.9% | -1.0% | -5.3% |
| 7D | -17.5% | -6.7% | -10.8% | -15.9% |
| 30D | -20.2% | -25.8% | +5.7% | -14.8% |
| 3M | -19.9% | -12.7% | -7.3% | -18.9% |
| 6M | -37.4% | +11.2% | -48.7% | -41.1% |
| YTD | -40.1% | -33.2% | -6.9% | -36.1% |
| 1Y | -53.4% | -41.8% | -11.6% | -48.5% |
| 3Y | +10.4% | -15.7% | +26.1% | +10.0% |
| 5Y | +29.8% | -26.0% | +55.8% | +28.9% |
| 10Y | +249.2% | +515.1% | -265.9% | +124.6% |
| All | +377.2% | +2,054.9% | -1,677.7% | +192.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling