+24,937.0%
ORCL vs SU
+60,633.1%
-35,696.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.5% |
| 7D | -6.5% | -10.2% | +3.7% | -6.5% |
| 30D | -16.6% | -6.2% | -10.4% | -16.6% |
| 3M | -21.6% | +8.7% | -30.3% | -21.6% |
| 6M | -39.4% | +7.2% | -46.6% | -39.4% |
| YTD | -38.7% | +55.9% | -94.6% | -38.7% |
| 1Y | -50.4% | +60.4% | -110.8% | -50.4% |
| 3Y | +8.1% | +125.2% | -117.1% | +7.9% |
| 5Y | +34.5% | +216.7% | -182.2% | +34.2% |
| 10Y | +246.0% | +223.9% | +22.1% | +245.1% |
| All | +24,937.0% | +60,633.1% | -35,696.1% | +25,746.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling