+34.5%
ORCL vs SU
+212.3%
-177.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | -6.5% | -10.2% | +3.7% | -4.7% |
| 30D | -16.6% | -6.2% | -10.4% | -15.6% |
| 3M | -21.6% | +8.7% | -30.3% | -23.0% |
| 6M | -39.4% | +7.2% | -46.6% | -40.5% |
| YTD | -38.7% | +55.9% | -94.6% | -44.7% |
| 1Y | -50.4% | +60.4% | -110.8% | -55.5% |
| 3Y | +8.1% | +125.2% | -117.1% | -9.3% |
| 5Y | +34.5% | +216.7% | -182.2% | +5.3% |
| All | +34.5% | +212.3% | -177.7% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling