+251.6%
ORCL vs SNPS
+702.6%
-451.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.1% |
| 7D | +0.5% | +0.2% | +0.3% | +0.5% |
| 30D | -15.3% | -8.4% | -6.8% | -13.0% |
| 3M | -18.2% | +12.3% | -30.5% | -21.5% |
| 6M | -38.4% | -9.6% | -28.8% | -37.1% |
| YTD | -37.7% | -0.6% | -37.1% | -38.3% |
| 1Y | -49.3% | +18.7% | -68.0% | -52.1% |
| 3Y | +10.6% | -7.6% | +18.2% | -0.9% |
| 5Y | +35.5% | +34.1% | +1.4% | +0.5% |
| 10Y | +251.6% | +691.2% | -439.6% | -0.5% |
| All | +251.6% | +702.6% | -451.0% | -0.5% |
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