+336.5%
ORCL vs SU
+267.8%
+68.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.2% | -5.4% |
| 7D | -0.7% | +1.7% | -2.4% | -1.0% |
| 30D | +5.1% | +9.6% | -4.5% | +3.3% |
| 3M | -23.7% | +11.7% | -35.5% | -25.5% |
| 6M | +3.1% | +21.9% | -18.8% | -1.3% |
| YTD | -20.8% | +58.6% | -79.4% | -27.9% |
| 1Y | -52.9% | +66.5% | -119.4% | -57.6% |
| 3Y | +25.4% | +121.4% | -96.0% | +6.6% |
| 5Y | +82.4% | +355.7% | -273.3% | +33.4% |
| All | +336.5% | +267.8% | +68.7% | +232.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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