+576.8%
ORCL vs SPXU
-100.0%
+676.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +0.5% |
| 7D | -11.2% | +7.6% | -18.7% | -8.2% |
| 30D | -18.8% | +17.5% | -36.3% | -12.9% |
| 3M | -18.8% | +14.7% | -33.4% | -13.1% |
| 6M | -39.7% | -0.1% | -39.7% | -37.5% |
| YTD | -39.6% | -19.8% | -19.8% | -41.0% |
| 1Y | -51.7% | -23.7% | -28.0% | -53.4% |
| 3Y | +10.2% | -79.5% | +89.7% | -22.8% |
| 5Y | +30.8% | -81.9% | +112.7% | +2.4% |
| 10Y | +252.1% | -99.5% | +351.6% | +10.4% |
| All | +576.8% | -100.0% | +676.8% | -22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling