+246.0%
ORCL vs ASX
+878.5%
-632.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.3% | -4.8% | -2.5% |
| 7D | -6.5% | -9.1% | +2.6% | -4.3% |
| 30D | -16.6% | -23.6% | +7.0% | -10.0% |
| 3M | -21.6% | -5.6% | -16.0% | -21.0% |
| 6M | -39.4% | +4.7% | -44.1% | -42.0% |
| YTD | -38.7% | +122.6% | -161.2% | -53.9% |
| 1Y | -50.4% | +133.0% | -183.4% | -63.2% |
| 3Y | +8.1% | +367.1% | -359.0% | -35.6% |
| 5Y | +34.5% | +504.7% | -470.2% | -26.6% |
| 10Y | +246.0% | +887.2% | -641.2% | +50.8% |
| All | +246.0% | +878.5% | -632.5% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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