+277.8%
ORCL vs RY
+355.6%
-77.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.3% | +8.5% |
| 7D | +3.8% | -3.0% | +6.7% | +5.8% |
| 30D | -6.6% | +6.3% | -12.8% | -9.9% |
| 3M | -11.4% | -2.6% | -8.8% | -9.9% |
| 6M | -33.3% | +13.9% | -47.2% | -38.3% |
| YTD | -33.3% | +21.7% | -54.9% | -40.7% |
| 1Y | -44.9% | +40.4% | -85.4% | -55.2% |
| 3Y | +17.6% | +161.3% | -143.7% | -34.2% |
| 5Y | +46.1% | +126.5% | -80.4% | -11.9% |
| 10Y | +277.8% | +354.3% | -76.6% | +60.0% |
| All | +277.8% | +355.6% | -77.9% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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