+67.6%
ORCL vs NVDL
+1,454.9%
-1,387.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.8% | +3.0% | +7.5% |
| 7D | +3.8% | -26.2% | +30.0% | +10.7% |
| 30D | -6.6% | -43.2% | +36.7% | +5.8% |
| 3M | -11.4% | -40.5% | +29.1% | -1.2% |
| 6M | -33.3% | -45.4% | +12.1% | -24.9% |
| YTD | -33.3% | -30.5% | -2.8% | -29.7% |
| 1Y | -44.9% | -37.1% | -7.8% | -40.8% |
| 3Y | +17.6% | +318.7% | -301.1% | -17.0% |
| All | +67.6% | +1,454.9% | -1,387.3% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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