+33,471.1%
ORCL vs TFC
+2,596.5%
+30,874.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | +5.3% | +2.4% | +2.8% | +4.5% |
| 30D | +10.0% | -1.3% | +11.3% | +10.4% |
| 3M | -32.6% | +6.1% | -38.6% | -34.2% |
| 6M | +4.9% | +7.3% | -2.4% | +1.7% |
| YTD | -17.8% | +8.2% | -25.9% | -20.7% |
| 1Y | -28.0% | +14.4% | -42.4% | -32.3% |
| 3Y | +36.0% | +93.7% | -57.7% | +5.6% |
| 5Y | +88.7% | +16.4% | +72.3% | +67.9% |
| 10Y | +346.9% | +101.6% | +245.3% | +205.5% |
| All | +33,471.1% | +2,596.5% | +30,874.7% | +11,867.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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