+368.8%
ORCL vs ZBRA
+407.5%
-38.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | +0.1% |
| 7D | +10.9% | -1.8% | +12.7% | +11.5% |
| 30D | +7.0% | -8.8% | +15.8% | +10.0% |
| 3M | -21.2% | +47.2% | -68.4% | -30.9% |
| 6M | +7.4% | +61.3% | -53.9% | -8.9% |
| YTD | -16.3% | +42.0% | -58.3% | -26.4% |
| 1Y | -32.3% | +10.5% | -42.8% | -36.3% |
| 3Y | +32.6% | +34.5% | -2.0% | +14.5% |
| 5Y | +93.1% | -40.3% | +133.4% | +106.9% |
| 10Y | +368.8% | +421.5% | -52.7% | +184.7% |
| All | +368.8% | +407.5% | -38.7% | +184.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ZBRA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling