+46.6%
ORCL vs ONON
+6.0%
+40.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.1% |
| 7D | +0.5% | +5.7% | -5.2% | -0.4% |
| 30D | -15.3% | +7.0% | -22.2% | -16.3% |
| 3M | -18.2% | -0.1% | -18.2% | -18.7% |
| 6M | -38.4% | +6.5% | -44.9% | -39.5% |
| YTD | -37.7% | -19.3% | -18.5% | -36.5% |
| 1Y | -49.3% | +7.2% | -56.5% | -50.6% |
| 3Y | +10.6% | +39.1% | -28.5% | +2.6% |
| 5Y | +35.5% | -0.8% | +36.3% | +19.7% |
| All | +46.6% | +6.0% | +40.6% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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