+244.8%
ORCL vs ASX
+754.3%
-509.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -1.2% |
| 7D | -11.2% | -19.9% | +8.8% | -5.2% |
| 30D | -18.8% | -30.9% | +12.0% | -9.5% |
| 3M | -18.8% | -15.1% | -3.7% | -15.3% |
| 6M | -39.7% | -6.5% | -33.3% | -40.2% |
| YTD | -39.6% | +98.4% | -138.1% | -52.9% |
| 1Y | -51.7% | +107.9% | -159.6% | -62.9% |
| 3Y | +10.2% | +325.3% | -315.0% | -32.1% |
| 5Y | +30.8% | +447.3% | -416.5% | -26.1% |
| All | +244.8% | +754.3% | -509.5% | +57.3% |
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