+111.4%
ORCL vs NVDL
+2,657.6%
-2,546.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.0% | +6.4% | +3.3% |
| 7D | +15.0% | +7.3% | +7.7% | +13.2% |
| 30D | +10.5% | -0.7% | +11.2% | +10.1% |
| 3M | -23.0% | +9.5% | -32.5% | -25.5% |
| 6M | +7.0% | +41.6% | -34.6% | -2.8% |
| YTD | -15.8% | +23.3% | -39.1% | -21.8% |
| 1Y | -31.1% | +40.3% | -71.4% | -37.9% |
| 3Y | +33.3% | +692.2% | -658.9% | -18.2% |
| All | +111.4% | +2,657.6% | -2,546.2% | +8.2% |
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