+94.3%
ORCL vs XLK
+144.8%
-50.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.0% | +2.1% |
| 7D | +15.0% | +2.3% | +12.7% | +12.7% |
| 30D | +10.5% | -0.1% | +10.6% | +10.8% |
| 3M | -23.0% | +2.1% | -25.1% | -24.6% |
| 6M | +7.0% | +37.2% | -30.2% | -19.0% |
| YTD | -15.8% | +30.8% | -46.6% | -33.3% |
| 1Y | -31.1% | +42.6% | -73.7% | -48.9% |
| 3Y | +33.3% | +121.8% | -88.5% | -28.1% |
| 5Y | +94.3% | +145.7% | -51.4% | +0.4% |
| All | +94.3% | +144.8% | -50.5% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 5y: compounded portfolio wealth divided by compounded XLK 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…
5y analysis · Full analysis span regression · 6 months rolling