+4,800.5%
SNDK vs ORCL
-5.0%
+4,805.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ORCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.1% | +1.8% |
| 7D | +13.6% | +10.9% | +2.7% | +8.3% |
| 30D | +42.5% | +7.0% | +35.5% | +37.7% |
| 3M | +7.1% | -21.2% | +28.3% | +16.3% |
| 6M | +199.7% | +7.4% | +192.3% | +184.0% |
| YTD | +643.2% | -16.3% | +659.5% | +673.8% |
| 1Y | +2,402.0% | -32.3% | +2,434.3% | +2,635.1% |
| All | +4,800.5% | -5.0% | +4,805.4% | +3,508.2% |
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