-41.6%
ORCL vs ASX
+137.8%
-179.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.7% | -0.6% |
| 7D | +8.0% | +12.4% | -4.4% | +3.5% |
| 30D | -4.0% | -19.8% | +15.8% | +2.8% |
| 3M | -19.5% | -10.3% | -9.1% | -17.0% |
| 6M | -33.5% | +1.2% | -34.7% | -35.6% |
| YTD | -34.8% | +123.0% | -157.9% | -57.7% |
| 1Y | -41.6% | +145.4% | -187.1% | -64.5% |
| All | -41.6% | +137.8% | -179.4% | -64.5% |
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