+368.8%
ORCL vs AU
+684.1%
-315.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.6% |
| 7D | +10.9% | +0.6% | +10.2% | +10.9% |
| 30D | +7.0% | +12.3% | -5.3% | +6.2% |
| 3M | -21.2% | +29.4% | -50.5% | -22.4% |
| 6M | +7.4% | +3.2% | +4.2% | +6.6% |
| YTD | -16.3% | +31.8% | -48.1% | -17.9% |
| 1Y | -32.3% | +83.4% | -115.7% | -34.5% |
| 3Y | +32.6% | +623.1% | -590.5% | +23.8% |
| 5Y | +93.1% | +700.5% | -607.4% | +79.6% |
| 10Y | +368.8% | +717.6% | -348.8% | +359.2% |
| All | +368.8% | +684.1% | -315.3% | +359.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling