-32.3%
ORCL vs AU
+80.8%
-113.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.7% |
| 7D | +10.9% | +0.6% | +10.2% | +10.7% |
| 30D | +7.0% | +12.3% | -5.3% | +3.9% |
| 3M | -21.2% | +29.4% | -50.5% | -26.1% |
| 6M | +7.4% | +3.2% | +4.2% | +3.7% |
| YTD | -16.3% | +31.8% | -48.1% | -26.3% |
| 1Y | -32.3% | +83.4% | -115.7% | -61.8% |
| All | -32.3% | +80.8% | -113.1% | -61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling