+30.6%
ORCL vs ASX
+431.2%
-400.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -1.7% |
| 7D | -11.2% | -19.9% | +8.8% | -3.8% |
| 30D | -18.8% | -30.9% | +12.0% | -7.2% |
| 3M | -18.8% | -15.1% | -3.7% | -14.6% |
| 6M | -39.7% | -6.5% | -33.3% | -40.7% |
| YTD | -39.6% | +98.4% | -138.1% | -57.0% |
| 1Y | -51.7% | +107.9% | -159.6% | -66.3% |
| 3Y | +10.2% | +325.3% | -315.0% | -43.4% |
| All | +30.6% | +431.2% | -400.6% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling