+2,904.3%
ORCL vs XLE
+1,022.5%
+1,881.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.4% |
| 7D | +5.3% | +2.2% | +3.1% | +4.3% |
| 30D | +10.0% | +11.8% | -1.8% | +5.1% |
| 3M | -32.6% | +9.8% | -42.4% | -35.4% |
| 6M | +4.9% | +15.6% | -10.6% | -2.0% |
| YTD | -17.8% | +45.3% | -63.0% | -30.1% |
| 1Y | -28.0% | +48.3% | -76.3% | -39.4% |
| 3Y | +36.0% | +55.4% | -19.4% | +11.1% |
| 5Y | +88.7% | +216.1% | -127.4% | +11.0% |
| 10Y | +346.9% | +178.4% | +168.5% | +155.0% |
| All | +2,904.3% | +1,022.5% | +1,881.9% | +879.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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