+932.4%
ORCL vs ACWI
+356.8%
+575.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | +0.5% | +4.8% | +4.9% |
| 30D | +10.0% | +0.9% | +9.1% | +9.3% |
| 3M | -32.6% | +2.4% | -35.0% | -33.6% |
| 6M | +4.9% | +12.4% | -7.4% | -5.2% |
| YTD | -17.8% | +15.2% | -32.9% | -27.3% |
| 1Y | -28.0% | +22.7% | -50.7% | -39.9% |
| 3Y | +36.0% | +75.8% | -39.8% | -16.9% |
| 5Y | +88.7% | +67.7% | +21.0% | +20.2% |
| 10Y | +346.9% | +229.0% | +117.9% | +53.8% |
| All | +932.4% | +356.8% | +575.6% | +172.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling