+279.2%
ORCL vs SPXU
-99.5%
+378.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.9% | +12.7% | +7.4% |
| 7D | +3.8% | +1.5% | +2.2% | +5.2% |
| 30D | -6.6% | +6.4% | -12.9% | -3.1% |
| 3M | -11.4% | +4.2% | -15.7% | -8.3% |
| 6M | -33.3% | -7.8% | -25.5% | -32.7% |
| YTD | -33.3% | -27.5% | -5.7% | -36.9% |
| 1Y | -44.9% | -27.1% | -17.8% | -47.5% |
| 3Y | +17.6% | -80.8% | +98.4% | -18.4% |
| 5Y | +46.1% | -84.1% | +130.2% | +10.6% |
| All | +279.2% | -99.5% | +378.7% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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