+2,904.3%
ORCL vs XLK
+1,455.1%
+1,449.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.3% |
| 7D | +5.3% | +0.9% | +4.4% | +4.5% |
| 30D | +10.0% | +0.7% | +9.2% | +9.3% |
| 3M | -32.6% | -2.9% | -29.6% | -30.6% |
| 6M | +4.9% | +34.3% | -29.3% | -22.3% |
| YTD | -17.8% | +30.4% | -48.2% | -37.1% |
| 1Y | -28.0% | +43.4% | -71.3% | -49.6% |
| 3Y | +36.0% | +116.8% | -80.8% | -37.6% |
| 5Y | +88.7% | +144.0% | -55.3% | -27.0% |
| 10Y | +346.9% | +778.8% | -431.9% | -62.3% |
| All | +2,904.3% | +1,455.1% | +1,449.2% | +41.1% |
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