+368.8%
ORCL vs SPMO
+526.3%
-157.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +10.9% | +2.7% | +8.2% | +8.5% |
| 30D | +7.0% | +1.1% | +5.9% | +6.2% |
| 3M | -21.2% | +2.0% | -23.2% | -23.2% |
| 6M | +7.4% | +26.5% | -19.1% | -13.0% |
| YTD | -16.3% | +26.5% | -42.8% | -31.9% |
| 1Y | -32.3% | +27.9% | -60.2% | -45.2% |
| 3Y | +32.6% | +160.4% | -127.8% | -37.0% |
| 5Y | +93.1% | +151.5% | -58.4% | -6.1% |
| 10Y | +368.8% | +526.3% | -157.6% | +41.7% |
| All | +368.8% | +526.3% | -157.6% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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