+33,471.1%
ORCL vs SYY
+4,458.5%
+29,012.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.3% | +3.5% |
| 7D | +5.3% | -2.3% | +7.6% | +6.0% |
| 30D | +10.0% | -4.9% | +14.9% | +11.7% |
| 3M | -32.6% | +8.4% | -41.0% | -34.7% |
| 6M | +4.9% | -7.4% | +12.3% | +6.1% |
| YTD | -17.8% | +11.0% | -28.7% | -22.1% |
| 1Y | -28.0% | -0.2% | -27.8% | -29.7% |
| 3Y | +36.0% | +23.8% | +12.2% | +21.5% |
| 5Y | +88.7% | +18.1% | +70.6% | +70.1% |
| 10Y | +346.9% | +94.6% | +252.3% | +209.0% |
| All | +33,471.1% | +4,458.5% | +29,012.6% | +5,850.6% |
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