+24,338.5%
ORCL vs SWKS
+9,124.1%
+15,214.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.1% | -4.9% | -6.5% |
| 7D | -17.5% | -9.2% | -8.3% | -15.9% |
| 30D | -20.2% | -1.9% | -18.3% | -19.8% |
| 3M | -19.9% | +21.2% | -41.2% | -23.3% |
| 6M | -37.4% | +12.9% | -50.3% | -39.7% |
| YTD | -40.1% | +30.7% | -70.9% | -44.3% |
| 1Y | -53.4% | +14.1% | -67.5% | -55.5% |
| 3Y | +10.4% | -1.7% | +12.1% | +5.8% |
| 5Y | +29.8% | -43.0% | +72.8% | +35.7% |
| 10Y | +249.2% | +34.3% | +214.9% | +198.6% |
| All | +24,338.5% | +9,124.1% | +15,214.5% | +8,361.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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