+647.3%
ORCL vs TEL
+716.6%
-69.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -11.2% | -2.8% | -8.3% | -9.9% |
| 30D | -18.8% | -4.1% | -14.7% | -17.1% |
| 3M | -18.8% | -3.4% | -15.4% | -17.7% |
| 6M | -39.7% | -3.5% | -36.2% | -39.1% |
| YTD | -39.6% | -8.0% | -31.6% | -38.3% |
| 1Y | -51.7% | -13.7% | -38.0% | -49.1% |
| 3Y | +10.2% | +71.9% | -61.7% | -17.4% |
| 5Y | +30.8% | +40.9% | -10.1% | +6.2% |
| 10Y | +252.1% | +293.3% | -41.3% | +63.4% |
| All | +647.3% | +716.6% | -69.3% | +125.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling