+29.8%
ORCL vs P
+237.3%
-207.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -16.4% | +9.5% | -2.3% |
| 7D | -17.5% | -31.9% | +14.4% | -8.1% |
| 30D | -20.2% | -36.5% | +16.4% | -9.5% |
| 3M | -19.9% | +11.6% | -31.5% | -23.4% |
| 6M | -37.4% | +25.2% | -62.6% | -42.8% |
| YTD | -40.1% | +39.4% | -79.6% | -47.2% |
| 1Y | -53.4% | -3.7% | -49.7% | -55.6% |
| 3Y | +10.4% | +167.3% | -156.9% | -22.8% |
| 5Y | +29.8% | +237.3% | -207.6% | -15.8% |
| All | +29.8% | +237.3% | -207.6% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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