+220.5%
ORCL vs RVMD
+636.2%
-415.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +10.9% | -0.7% | +11.6% | +11.0% |
| 30D | +7.0% | +0.3% | +6.7% | +6.9% |
| 3M | -21.2% | +38.9% | -60.1% | -24.0% |
| 6M | +7.4% | +108.1% | -100.7% | -1.0% |
| YTD | -16.3% | +160.7% | -177.0% | -24.8% |
| 1Y | -32.3% | +407.3% | -439.6% | -43.0% |
| 3Y | +32.6% | +546.6% | -514.0% | +7.4% |
| 5Y | +93.1% | +579.8% | -486.7% | +48.9% |
| All | +220.5% | +636.2% | -415.7% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RVMD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling