+25,321.1%
ORCL vs SYY
+4,395.2%
+20,925.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.0% | +1.2% | +2.6% |
| 7D | +0.5% | -4.1% | +4.6% | +1.5% |
| 30D | -15.3% | +0.3% | -15.6% | -15.8% |
| 3M | -18.2% | -6.3% | -11.9% | -17.0% |
| 6M | -38.4% | +9.7% | -48.1% | -41.1% |
| YTD | -37.7% | +9.4% | -47.2% | -41.1% |
| 1Y | -49.3% | +7.3% | -56.5% | -51.8% |
| 3Y | +10.6% | +27.6% | -17.0% | -2.7% |
| 5Y | +35.5% | +12.5% | +23.0% | +23.5% |
| 10Y | +251.6% | +87.4% | +164.2% | +145.4% |
| All | +25,321.1% | +4,395.2% | +20,925.9% | +4,399.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling