-12.9%
ORCL vs SNDQ
-95.4%
+82.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +8.0% | -13.4% | -4.8% |
| 7D | -0.7% | -20.4% | +19.7% | -2.0% |
| 30D | +5.1% | -54.5% | +59.6% | +0.2% |
| 3M | -23.7% | -79.1% | +55.3% | -26.4% |
| All | -12.9% | -95.4% | +82.4% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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 · Available span rolling