+2,280.6%
ORCL vs XLK
+1,315.6%
+964.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | +0.7% |
| 7D | +8.0% | +3.4% | +4.6% | +4.5% |
| 30D | -4.0% | -10.6% | +6.6% | +8.3% |
| 3M | -19.5% | -10.6% | -8.8% | -8.7% |
| 6M | -33.5% | -3.5% | -30.0% | -30.3% |
| YTD | -34.8% | +18.7% | -53.5% | -44.6% |
| 1Y | -41.6% | +19.4% | -61.1% | -50.5% |
| 3Y | +13.8% | +94.5% | -80.7% | -41.2% |
| 5Y | +43.4% | +111.2% | -67.8% | -34.7% |
| 10Y | +268.8% | +707.2% | -438.4% | -65.8% |
| All | +2,280.6% | +1,315.6% | +964.9% | +24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling