+363.4%
ORCL vs TRGP
+843.4%
-480.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +2.2% |
| 7D | +15.0% | -0.6% | +15.6% | +15.1% |
| 30D | +10.5% | +14.6% | -4.0% | +8.5% |
| 3M | -23.0% | +11.9% | -34.9% | -24.4% |
| 6M | +7.0% | +25.3% | -18.3% | +3.2% |
| YTD | -15.8% | +61.9% | -77.7% | -21.7% |
| 1Y | -31.1% | +87.3% | -118.4% | -37.4% |
| 3Y | +33.3% | +268.0% | -234.7% | +11.9% |
| 5Y | +94.3% | +638.2% | -543.9% | +49.8% |
| 10Y | +363.4% | +821.9% | -458.6% | +245.1% |
| All | +363.4% | +843.4% | -480.0% | +245.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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