+940.9%
ORCL vs QID
-100.0%
+1,040.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.4% | -0.4% |
| 7D | -11.2% | +9.4% | -20.6% | -6.7% |
| 30D | -18.8% | +31.2% | -50.1% | -6.4% |
| 3M | -18.8% | +17.4% | -36.2% | -10.3% |
| 6M | -39.7% | +8.4% | -48.2% | -34.0% |
| YTD | -39.6% | -15.8% | -23.9% | -39.8% |
| 1Y | -51.7% | -16.3% | -35.4% | -51.6% |
| 3Y | +10.2% | -70.4% | +80.6% | -20.5% |
| 5Y | +30.8% | -74.8% | +105.6% | +3.3% |
| 10Y | +252.1% | -99.0% | +351.1% | -22.2% |
| All | +940.9% | -100.0% | +1,040.9% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling