+918.2%
ORCL vs TEL
+723.0%
+195.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.3% |
| 7D | +5.3% | +3.0% | +2.3% | +3.7% |
| 30D | +10.0% | -3.9% | +13.9% | +11.8% |
| 3M | -32.6% | -5.1% | -27.5% | -31.1% |
| 6M | +4.9% | +0.6% | +4.3% | +3.0% |
| YTD | -17.8% | -7.3% | -10.5% | -16.2% |
| 1Y | -28.0% | +1.1% | -29.1% | -29.7% |
| 3Y | +36.0% | +63.7% | -27.7% | +4.2% |
| 5Y | +88.7% | +50.7% | +38.1% | +48.1% |
| 10Y | +346.9% | +290.2% | +56.7% | +108.1% |
| All | +918.2% | +723.0% | +195.2% | +206.6% |
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