+94.3%
ORCL vs RJF
+105.7%
-11.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.3% | +2.8% |
| 7D | +15.0% | +1.8% | +13.2% | +14.1% |
| 30D | +10.5% | 0.0% | +10.5% | +10.6% |
| 3M | -23.0% | +18.0% | -41.0% | -28.7% |
| 6M | +7.0% | +17.0% | -10.0% | -0.7% |
| YTD | -15.8% | +11.1% | -26.9% | -20.4% |
| 1Y | -31.1% | +8.0% | -39.0% | -34.1% |
| 3Y | +33.3% | +73.3% | -40.0% | +3.2% |
| 5Y | +94.3% | +107.4% | -13.1% | +33.7% |
| All | +94.3% | +105.7% | -11.4% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling