-49.6%
ORCL vs ASX
+126.1%
-175.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.6% | -5.5% | 0.0% |
| 7D | +0.5% | -12.3% | +12.8% | +4.5% |
| 30D | -15.3% | -26.0% | +10.7% | -6.5% |
| 3M | -18.2% | -8.1% | -10.1% | -16.4% |
| 6M | -38.4% | +1.4% | -39.8% | -40.7% |
| YTD | -37.7% | +115.6% | -153.3% | -59.9% |
| All | -49.6% | +126.1% | -175.7% | -68.6% |
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