+275.4%
ORCL vs ACWI
+225.4%
+50.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +10.4% | +2.7% | +7.7% | +7.3% |
| 30D | -11.2% | -2.6% | -8.6% | -8.2% |
| 3M | -16.8% | -3.2% | -13.6% | -13.0% |
| 6M | -31.5% | +1.9% | -33.3% | -31.7% |
| YTD | -33.9% | +11.3% | -45.3% | -39.8% |
| 1Y | -43.3% | +11.7% | -54.9% | -48.4% |
| 3Y | +16.5% | +74.4% | -57.9% | -30.5% |
| 5Y | +45.4% | +59.5% | -14.1% | -5.4% |
| All | +275.4% | +225.4% | +50.1% | +18.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling