+644.2%
ORCL vs V
+3,137.9%
-2,493.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.2% | -3.7% | -5.5% |
| 7D | -17.5% | +2.9% | -20.4% | -18.7% |
| 30D | -20.2% | +14.0% | -34.2% | -24.8% |
| 3M | -19.9% | +14.9% | -34.8% | -25.1% |
| 6M | -37.4% | +31.7% | -69.2% | -45.3% |
| YTD | -40.1% | +21.2% | -61.3% | -46.0% |
| 1Y | -53.4% | +25.3% | -78.6% | -58.8% |
| 3Y | +10.4% | +77.5% | -67.1% | -18.1% |
| 5Y | +29.8% | +102.6% | -72.8% | -10.5% |
| 10Y | +249.2% | +464.3% | -215.1% | +50.0% |
| All | +644.2% | +3,137.9% | -2,493.7% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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