+269.7%
ORCL vs ASX
+2,764.3%
-2,494.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -20.8% | +13.8% | -1.5% |
| 7D | -17.5% | -33.3% | +15.8% | -8.6% |
| 30D | -20.2% | -36.5% | +16.3% | -10.6% |
| 3M | -19.9% | -19.2% | -0.8% | -16.0% |
| 6M | -37.4% | -10.2% | -27.2% | -37.0% |
| YTD | -40.1% | +86.5% | -126.6% | -50.3% |
| 1Y | -53.4% | +89.6% | -143.0% | -61.5% |
| 3Y | +10.4% | +298.6% | -288.2% | -25.1% |
| 5Y | +29.8% | +414.3% | -384.5% | -18.9% |
| 10Y | +249.2% | +711.1% | -461.9% | +82.4% |
| All | +269.7% | +2,764.3% | -2,494.5% | -4.0% |
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