+29.8%
ORCL vs PAAS
+75.8%
-46.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.7% | -6.5% |
| 7D | -17.5% | -0.4% | -17.1% | -17.5% |
| 30D | -20.2% | -11.6% | -8.5% | -18.3% |
| 3M | -19.9% | -15.6% | -4.4% | -17.6% |
| 6M | -37.4% | -19.1% | -18.3% | -35.2% |
| YTD | -40.1% | -20.9% | -19.2% | -38.4% |
| 1Y | -53.4% | +21.3% | -74.7% | -55.2% |
| 3Y | +10.4% | +177.4% | -167.0% | -6.0% |
| 5Y | +29.8% | +71.3% | -41.6% | +12.3% |
| All | +29.8% | +75.8% | -46.0% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling