+534.7%
QQQ vs ORCL
+269.4%
+265.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.8% |
| 7D | +3.6% | +8.0% | -4.3% | +1.1% |
| 30D | -6.7% | -4.0% | -2.7% | -6.0% |
| 3M | -7.0% | -19.5% | +12.4% | -1.6% |
| 6M | -4.7% | -33.5% | +28.8% | +5.6% |
| YTD | +11.1% | -34.8% | +45.9% | +21.9% |
| 1Y | +12.3% | -41.6% | +53.9% | +27.2% |
| 3Y | +83.3% | +13.8% | +69.6% | +37.9% |
| 5Y | +77.5% | +43.4% | +34.1% | +14.6% |
| All | +534.7% | +269.4% | +265.3% | +152.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling