-49.4%
ORCL vs ASX
+138.6%
-188.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.3% | -4.8% | -2.7% |
| 7D | -6.5% | -9.1% | +2.6% | -4.0% |
| 30D | -16.6% | -23.6% | +7.0% | -9.0% |
| 3M | -21.6% | -5.6% | -16.0% | -20.6% |
| 6M | -39.4% | +4.7% | -44.1% | -42.3% |
| YTD | -38.7% | +122.6% | -161.2% | -61.1% |
| All | -49.4% | +138.6% | -188.0% | -69.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling