+244.8%
ORCL vs PAAS
+192.1%
+52.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.7% |
| 7D | -11.2% | +8.4% | -19.5% | -12.0% |
| 30D | -18.8% | -7.2% | -11.7% | -18.2% |
| 3M | -18.8% | -14.0% | -4.8% | -17.5% |
| 6M | -39.7% | -26.8% | -13.0% | -37.9% |
| YTD | -39.6% | -19.8% | -19.8% | -38.6% |
| 1Y | -51.7% | +22.8% | -74.6% | -52.7% |
| 3Y | +10.2% | +183.6% | -173.4% | +1.4% |
| 5Y | +30.8% | +73.8% | -43.0% | +21.6% |
| All | +244.8% | +192.1% | +52.7% | +214.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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