+552.9%
PLTR vs ORCL
+88.6%
+464.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.1% | -7.6% | -6.0% |
| 7D | -6.4% | +5.3% | -11.7% | -8.9% |
| 30D | +10.0% | +10.0% | +0.1% | +4.7% |
| 3M | +23.0% | -32.6% | +55.6% | +48.2% |
| 6M | +13.8% | +4.9% | +8.9% | +8.1% |
| YTD | -1.9% | -17.8% | +15.8% | +4.8% |
| 1Y | +11.6% | -28.0% | +39.6% | +17.2% |
| 3Y | +1,048.4% | +36.0% | +1,012.4% | +638.4% |
| All | +552.9% | +88.6% | +464.3% | +198.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ORCL.
Daily Out/Under-Performance
Portfolio return minus ORCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORCL 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 ORCL 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