+3,507.2%
ORCL vs AU
+714.1%
+2,793.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.9% | -3.7% | +2.7% |
| 7D | +0.5% | +20.8% | -20.3% | -0.9% |
| 30D | -15.3% | +5.5% | -20.8% | -15.7% |
| 3M | -18.2% | +3.9% | -22.1% | -18.5% |
| 6M | -38.4% | -5.4% | -33.0% | -38.4% |
| YTD | -37.7% | +20.7% | -58.4% | -38.9% |
| 1Y | -49.3% | +49.8% | -99.1% | -51.0% |
| 3Y | +10.6% | +565.6% | -555.0% | -3.4% |
| 5Y | +35.5% | +500.4% | -464.9% | +17.4% |
| 10Y | +251.6% | +795.4% | -543.8% | +184.8% |
| All | +3,507.2% | +714.1% | +2,793.1% | +2,882.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling