+363.4%
ORCL vs TEL
+287.3%
+76.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.1% | +3.2% |
| 7D | +15.0% | -1.4% | +16.4% | +15.8% |
| 30D | +10.5% | -4.9% | +15.4% | +12.9% |
| 3M | -23.0% | +0.1% | -23.1% | -23.5% |
| 6M | +7.0% | +0.4% | +6.6% | +5.0% |
| YTD | -15.8% | -8.9% | -6.9% | -13.6% |
| 1Y | -31.1% | -0.3% | -30.8% | -32.3% |
| 3Y | +33.3% | +67.6% | -34.3% | +0.9% |
| 5Y | +94.3% | +50.7% | +43.6% | +52.0% |
| 10Y | +363.4% | +288.6% | +74.7% | +128.5% |
| All | +363.4% | +287.3% | +76.1% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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