+24,538.0%
ORCL vs TXN
+23,067.1%
+1,470.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -11.2% | -7.8% | -3.3% | -7.8% |
| 30D | -18.8% | -3.6% | -15.3% | -17.4% |
| 3M | -18.8% | +0.1% | -18.9% | -19.0% |
| 6M | -39.7% | -3.2% | -36.5% | -39.9% |
| YTD | -39.6% | +63.4% | -103.0% | -54.1% |
| 1Y | -51.7% | +75.6% | -127.4% | -64.6% |
| 3Y | +10.2% | +104.0% | -93.8% | -27.5% |
| 5Y | +30.8% | +65.0% | -34.2% | -6.5% |
| 10Y | +252.1% | +437.9% | -185.9% | +36.2% |
| All | +24,538.0% | +23,067.1% | +1,470.9% | +943.2% |
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