Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORCL (Oracle Corporation) | 22.00% | 42.01% | 31.80% | 24.99% | 21.41% | 15.81% | 16.55% | … | … |
Data as of 06/04/2026, Common starting date is 03/12/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORCL (Oracle Corporation) | 03/12/1986 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.02 | 42.01 | 31.80 | 24.99 | 21.41 | 15.81 | 16.55 | … | … | 22.00 | 18.13 | 59.99 | 30.94 | -4.65 | 36.89 | 24.25 | 19.34 | -2.97 | 24.94 | 6.89 | -17.63 | 18.97 | 15.68 | 31.72 | -17.46 | 28.61 | 39.39 | -21.48 | 31.74 | 40.38 | -11.01 | 3.70 | 22.50 | -21.80 | -52.48 | 3.74 | 289.78 | 93.28 | -46.56 | -1.47 | 44.05 | 53.48 | 102.64 | 95.69 | 84.13 | -66.31 | 139.74 | 34.48 | 179.52 | 1.22 |
| Sharpe Ratio | NA | 0.62 | 0.60 | 0.56 | 0.56 | NA | NA | … | … | 0.76 | 0.26 | 1.79 | 0.89 | -0.20 | 1.28 | 0.60 | 0.91 | -0.17 | 1.38 | 0.35 | -0.82 | 0.94 | 0.67 | 1.56 | -0.49 | 1.17 | 1.20 | -0.46 | 1.04 | 1.51 | -0.58 | 0.09 | 0.58 | -0.35 | -0.69 | -0.01 | 4.08 | 1.63 | -0.73 | -0.09 | 0.92 | 1.17 | 2.19 | 1.43 | 1.17 | -0.90 | 3.31 | 0.61 | 2.27 | -0.05 |
| Standard Deviation(%) | NA | 60.52 | 46.58 | 40.45 | 34.04 | NA | NA | … | … | 56.66 | 58.97 | 31.55 | 30.97 | 30.39 | 28.76 | 39.95 | 19.73 | 25.81 | 17.69 | 19.19 | 21.57 | 20.16 | 23.48 | 20.48 | 35.98 | 24.43 | 32.66 | 48.39 | 27.60 | 24.54 | 22.80 | 29.69 | 37.57 | 65.01 | 80.33 | 79.06 | 70.28 | 55.04 | 68.85 | 56.50 | 43.51 | 43.00 | 45.67 | 64.50 | 68.16 | 79.75 | 40.44 | 48.27 | 76.57 | 57.93 |
| Draw Down(%) | NA | 58.25 | 58.25 | 58.25 | 58.25 | NA | NA | … | … | 33.32 | 45.55 | 14.04 | 20.55 | 31.02 | 15.86 | 28.58 | 13.90 | 18.83 | 10.10 | 8.84 | 20.79 | 11.74 | 17.56 | 15.14 | 31.75 | 18.96 | 24.77 | 34.52 | 15.53 | 13.02 | 17.54 | 33.78 | 18.54 | 57.59 | 68.87 | 51.82 | 47.07 | 39.60 | 63.69 | 42.63 | 19.84 | 24.03 | 23.33 | 40.48 | 34.09 | 80.89 | 17.48 | 32.02 | 55.03 | 52.63 |
| Yield(%) | 0.00 | 1.19 | 1.65 | 1.92 | 3.08 | 2.96 | 5.32 | … | … | 0.51 | 1.14 | 1.54 | 1.82 | 1.46 | 1.88 | 1.78 | 2.01 | 1.63 | 1.87 | 1.68 | 1.29 | 1.27 | 0.69 | 1.62 | 0.73 | 0.80 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/12/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORCL (Oracle Corporation) |
-34.74%
Mar 2000 – Mar 2003 |
-22.16%
Aug 2000 – Aug 2005 |
-6.94%
Aug 2000 – Aug 2010 |
-0.91%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORCL (Oracle Corporation) |
136.71%
Sep 1986 – Sep 1989 |
89.36%
Oct 1990 – Oct 1995 |
60.08%
Oct 1990 – Oct 2000 |
40.72%
Jul 1986 – Jul 2001 |
Annualized Rolling Returns Comparison Chart