+368.8%
ORCL vs TRV
+288.8%
+80.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.9% | -0.6% |
| 7D | +10.9% | +0.2% | +10.7% | +10.8% |
| 30D | +7.0% | -2.3% | +9.3% | +7.7% |
| 3M | -21.2% | +22.7% | -43.9% | -26.6% |
| 6M | +7.4% | +21.9% | -14.6% | -0.2% |
| YTD | -16.3% | +27.5% | -43.7% | -23.7% |
| 1Y | -32.3% | +36.2% | -68.6% | -40.2% |
| 3Y | +32.6% | +140.6% | -108.0% | -8.9% |
| 5Y | +93.1% | +154.5% | -61.4% | +27.3% |
| 10Y | +368.8% | +295.4% | +73.4% | +159.1% |
| All | +368.8% | +288.8% | +80.0% | +159.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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