+363.4%
ORCL vs QID
-99.1%
+462.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.5% |
| 7D | +15.0% | -2.7% | +17.7% | +13.8% |
| 30D | +10.5% | +1.8% | +8.7% | +11.7% |
| 3M | -23.0% | -2.2% | -20.8% | -22.1% |
| 6M | +7.0% | -32.1% | +39.1% | -4.7% |
| YTD | -15.8% | -28.6% | +12.8% | -22.8% |
| 1Y | -31.1% | -36.3% | +5.2% | -38.8% |
| 3Y | +33.3% | -74.4% | +107.7% | -5.3% |
| 5Y | +94.3% | -80.8% | +175.1% | +42.5% |
| 10Y | +363.4% | -99.1% | +462.5% | +33.5% |
| All | +363.4% | -99.1% | +462.5% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded QID 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling