+242.0%
ORCL vs SNPS
+650.6%
-408.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.9% | -2.0% | -5.4% |
| 7D | -17.5% | -10.2% | -7.3% | -14.7% |
| 30D | -20.2% | -12.8% | -7.3% | -16.7% |
| 3M | -19.9% | +9.9% | -29.8% | -22.6% |
| 6M | -37.4% | -12.4% | -25.0% | -35.5% |
| YTD | -40.1% | -6.3% | -33.9% | -39.6% |
| 1Y | -53.4% | +7.6% | -61.0% | -54.7% |
| 3Y | +10.4% | -9.8% | +20.2% | -0.8% |
| 5Y | +29.8% | +29.2% | +0.6% | -3.0% |
| All | +242.0% | +650.6% | -408.6% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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