+277.8%
ORCL vs SNPS
+687.7%
-409.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +8.7% |
| 7D | +3.8% | -0.2% | +3.9% | +3.9% |
| 30D | -6.6% | -8.0% | +1.5% | -4.1% |
| 3M | -11.4% | +12.5% | -23.9% | -15.0% |
| 6M | -33.3% | -10.5% | -22.8% | -31.7% |
| YTD | -33.3% | -1.6% | -31.6% | -33.7% |
| 1Y | -44.9% | +16.8% | -61.7% | -47.8% |
| 3Y | +17.6% | -10.9% | +28.6% | +7.0% |
| 5Y | +46.1% | +35.8% | +10.3% | +7.6% |
| 10Y | +277.8% | +675.0% | -397.2% | +7.0% |
| All | +277.8% | +687.7% | -409.9% | +7.0% |
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