+368.8%
ORCL vs TRI
+190.6%
+178.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.3% | +0.1% |
| 7D | +10.9% | -8.4% | +19.3% | +14.0% |
| 30D | +7.0% | -6.5% | +13.5% | +8.9% |
| 3M | -21.2% | +18.6% | -39.8% | -28.2% |
| 6M | +7.4% | -10.4% | +17.8% | +8.9% |
| YTD | -16.3% | -23.7% | +7.4% | -10.0% |
| 1Y | -32.3% | -42.5% | +10.1% | -18.5% |
| 3Y | +32.6% | -19.3% | +51.8% | +31.7% |
| 5Y | +93.1% | -9.7% | +102.8% | +78.6% |
| 10Y | +368.8% | +194.4% | +174.3% | +165.5% |
| All | +368.8% | +190.6% | +178.2% | +165.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling