+35.5%
ORCL vs ASX
+464.2%
-428.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.6% | -5.5% | -0.2% |
| 7D | +0.5% | -12.3% | +12.8% | +4.8% |
| 30D | -15.3% | -26.0% | +10.7% | -5.8% |
| 3M | -18.2% | -8.1% | -10.1% | -16.7% |
| 6M | -38.4% | +1.4% | -39.8% | -41.4% |
| YTD | -37.7% | +115.6% | -153.3% | -57.1% |
| 1Y | -49.3% | +128.0% | -177.3% | -65.9% |
| 3Y | +10.6% | +371.4% | -360.8% | -45.4% |
| 5Y | +35.5% | +469.4% | -433.9% | -39.7% |
| All | +35.5% | +464.2% | -428.7% | -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