+142.1%
ORCL vs TE
-76.6%
+218.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.0% | +6.1% | +3.5% |
| 7D | +0.5% | -10.5% | +11.0% | +1.5% |
| 30D | -15.3% | -32.4% | +17.2% | -12.3% |
| 3M | -18.2% | -60.9% | +42.6% | -11.7% |
| 6M | -38.4% | -62.8% | +24.4% | -34.3% |
| YTD | -37.7% | -65.7% | +28.0% | -34.2% |
| 1Y | -49.3% | -39.9% | -9.4% | -48.8% |
| 3Y | +10.6% | +10.6% | 0.0% | -1.9% |
| 5Y | +35.5% | -79.7% | +115.2% | +31.5% |
| All | +142.1% | -76.6% | +218.7% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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