+33,471.1%
ORCL vs TXN
+21,381.9%
+12,089.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.3% |
| 7D | +5.3% | -0.1% | +5.3% | +5.3% |
| 30D | +10.0% | -6.9% | +16.9% | +13.4% |
| 3M | -32.6% | -14.9% | -17.6% | -28.1% |
| 6M | +4.9% | +29.0% | -24.1% | -10.0% |
| YTD | -17.8% | +51.5% | -69.2% | -35.3% |
| 1Y | -28.0% | +41.6% | -69.5% | -41.9% |
| 3Y | +36.0% | +65.8% | -29.8% | -1.5% |
| 5Y | +88.7% | +56.8% | +31.9% | +37.8% |
| 10Y | +346.9% | +387.5% | -40.6% | +80.9% |
| All | +33,471.1% | +21,381.9% | +12,089.2% | +1,372.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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