+407.9%
ORCL vs ASX
+3,515.0%
-3,107.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +5.3% | -0.7% | +6.0% | +5.4% |
| 30D | +10.0% | +2.0% | +8.0% | +9.2% |
| 3M | -32.6% | -1.3% | -31.2% | -33.1% |
| 6M | +4.9% | +71.4% | -66.5% | -10.3% |
| YTD | -17.8% | +135.3% | -153.1% | -35.4% |
| 1Y | -28.0% | +267.5% | -295.5% | -49.7% |
| 3Y | +36.0% | +388.5% | -352.5% | -12.2% |
| 5Y | +88.7% | +417.1% | -328.4% | +17.3% |
| 10Y | +346.9% | +872.7% | -525.8% | +123.4% |
| All | +407.9% | +3,515.0% | -3,107.1% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling