+33,471.1%
ORCL vs SU
+60,256.6%
-26,785.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.1% |
| 7D | +5.3% | +3.6% | +1.7% | +5.2% |
| 30D | +10.0% | +7.9% | +2.1% | +10.0% |
| 3M | -32.6% | +3.5% | -36.1% | -32.6% |
| 6M | +4.9% | +19.0% | -14.0% | +4.9% |
| YTD | -17.8% | +55.0% | -72.7% | -17.8% |
| 1Y | -28.0% | +71.2% | -99.2% | -28.1% |
| 3Y | +36.0% | +117.4% | -81.4% | +35.8% |
| 5Y | +88.7% | +335.2% | -246.4% | +88.2% |
| 10Y | +346.9% | +248.7% | +98.2% | +345.6% |
| All | +33,471.1% | +60,256.6% | -26,785.5% | +34,557.3% |
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