+29.8%
ORCL vs ACWI
+55.1%
-25.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.8% | -3.1% | -2.0% |
| 7D | -17.5% | -4.0% | -13.5% | -12.8% |
| 30D | -20.2% | -5.8% | -14.3% | -13.3% |
| 3M | -19.9% | -5.0% | -14.9% | -13.7% |
| 6M | -37.4% | +0.7% | -38.1% | -36.6% |
| YTD | -40.1% | +8.4% | -48.6% | -44.4% |
| 1Y | -53.4% | +10.1% | -63.5% | -57.4% |
| 3Y | +10.4% | +70.8% | -60.4% | -35.3% |
| 5Y | +29.8% | +55.4% | -25.6% | -15.1% |
| All | +29.8% | +55.1% | -25.3% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling