+346.9%
ORCL vs SNPS
+558.7%
-211.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.4% | +8.5% | +4.7% |
| 7D | +5.3% | -11.0% | +16.3% | +8.9% |
| 30D | +10.0% | -1.7% | +11.7% | +10.1% |
| 3M | -32.6% | -20.4% | -12.2% | -28.1% |
| 6M | +4.9% | -8.6% | +13.6% | +7.1% |
| YTD | -17.8% | -16.2% | -1.6% | -14.1% |
| 1Y | -28.0% | -34.6% | +6.6% | -24.2% |
| 3Y | +36.0% | -14.5% | +50.5% | +23.5% |
| 5Y | +88.7% | +17.0% | +71.7% | +45.0% |
| All | +346.9% | +558.7% | -211.8% | +31.1% |
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