-49.5%
ORCL vs ACWI
+14.9%
-64.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -5.1% |
| 7D | -14.4% | -0.5% | -13.9% | -13.5% |
| 30D | -12.8% | -1.6% | -11.2% | -9.6% |
| 3M | -14.8% | -1.3% | -13.4% | -11.8% |
| 6M | -30.9% | +5.8% | -36.7% | -34.7% |
| YTD | -35.7% | +12.7% | -48.4% | -44.9% |
| 1Y | -49.5% | +15.0% | -64.5% | -58.1% |
| All | -49.5% | +14.9% | -64.4% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling