+270.3%
ORCL vs RACE
+729.2%
-458.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.9% |
| 7D | +8.0% | -1.2% | +9.2% | +8.4% |
| 30D | -4.0% | +6.1% | -10.1% | -6.0% |
| 3M | -19.5% | -0.3% | -19.2% | -19.4% |
| 6M | -33.5% | +23.4% | -56.9% | -38.4% |
| YTD | -34.8% | +12.5% | -47.4% | -38.1% |
| 1Y | -41.6% | -0.5% | -41.2% | -42.2% |
| 3Y | +13.8% | +23.6% | -9.9% | -1.1% |
| 5Y | +43.4% | +65.4% | -22.1% | +9.0% |
| All | +270.3% | +729.2% | -458.9% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling