+368.8%
ORCL vs SYY
+102.5%
+266.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.0% |
| 7D | +10.9% | -0.2% | +11.1% | +10.9% |
| 30D | +7.0% | -2.7% | +9.7% | +7.6% |
| 3M | -21.2% | +5.9% | -27.1% | -22.5% |
| 6M | +7.4% | -2.3% | +9.7% | +7.1% |
| YTD | -16.3% | +13.1% | -29.4% | -19.9% |
| 1Y | -32.3% | +3.8% | -36.1% | -34.0% |
| 3Y | +32.6% | +26.7% | +5.8% | +20.8% |
| 5Y | +93.1% | +19.4% | +73.7% | +78.4% |
| 10Y | +368.8% | +112.0% | +256.8% | +286.5% |
| All | +368.8% | +102.5% | +266.3% | +286.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling