+26,874.5%
ORCL vs SU
+62,013.6%
-35,139.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.0% |
| 7D | +10.4% | +0.3% | +10.0% | +10.4% |
| 30D | -11.2% | -7.9% | -3.4% | -11.2% |
| 3M | -16.8% | +9.2% | -25.9% | -16.8% |
| 6M | -31.5% | +5.5% | -36.9% | -31.5% |
| YTD | -33.9% | +59.5% | -93.4% | -34.0% |
| 1Y | -43.3% | +59.9% | -103.2% | -43.3% |
| 3Y | +16.5% | +130.3% | -113.8% | +16.3% |
| 5Y | +45.4% | +225.3% | -179.9% | +45.1% |
| 10Y | +274.0% | +237.5% | +36.5% | +273.0% |
| All | +26,874.5% | +62,013.6% | -35,139.1% | +27,745.5% |
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