+2,338.1%
ORCL vs XLK
+1,349.5%
+988.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.2% | +5.6% | +5.5% |
| 7D | +3.8% | -1.2% | +5.0% | +5.1% |
| 30D | -6.6% | -11.2% | +4.6% | +6.3% |
| 3M | -11.4% | -6.2% | -5.2% | -4.4% |
| 6M | -33.3% | -1.7% | -31.5% | -31.4% |
| YTD | -33.3% | +21.5% | -54.8% | -44.6% |
| 1Y | -44.9% | +19.6% | -64.5% | -53.4% |
| 3Y | +17.6% | +97.9% | -80.3% | -40.3% |
| 5Y | +46.1% | +118.9% | -72.8% | -36.0% |
| 10Y | +277.8% | +726.5% | -448.8% | -65.8% |
| All | +2,338.1% | +1,349.5% | +988.6% | +24.2% |
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