+251.6%
ORCL vs SPXU
-99.5%
+351.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -7.0% | +10.2% | +0.6% |
| 7D | +0.5% | -1.5% | +2.0% | +0.6% |
| 30D | -15.3% | +9.7% | -24.9% | -11.3% |
| 3M | -18.2% | +8.4% | -26.7% | -14.2% |
| 6M | -38.4% | -5.7% | -32.7% | -37.4% |
| YTD | -37.7% | -25.4% | -12.3% | -40.6% |
| 1Y | -49.3% | -28.9% | -20.4% | -52.1% |
| 3Y | +10.6% | -81.2% | +91.8% | -23.7% |
| 5Y | +35.5% | -83.3% | +118.8% | +4.3% |
| 10Y | +251.6% | -99.5% | +351.1% | +17.2% |
| All | +251.6% | -99.5% | +351.1% | +17.2% |
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