+835.3%
ORCL vs UUUU
-96.3%
+931.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.7% |
| 7D | +10.4% | +1.4% | +9.0% | +10.3% |
| 30D | -11.2% | -27.9% | +16.7% | -9.1% |
| 3M | -16.8% | -53.8% | +37.1% | -12.1% |
| 6M | -31.5% | -68.1% | +36.6% | -26.0% |
| YTD | -33.9% | -54.1% | +20.1% | -30.9% |
| 1Y | -43.3% | -57.8% | +14.5% | -40.4% |
| 3Y | +16.5% | -15.4% | +31.9% | +14.1% |
| 5Y | +45.4% | -39.2% | +84.6% | +41.9% |
| 10Y | +274.0% | +370.4% | -96.4% | +207.6% |
| All | +835.3% | -96.3% | +931.6% | +713.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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