+91.4%
ORCL vs PAAS
+113.1%
-21.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.5% |
| 7D | +5.3% | -2.9% | +8.2% | +5.8% |
| 30D | +10.0% | +6.8% | +3.2% | +8.4% |
| 3M | -32.6% | -2.9% | -29.7% | -32.5% |
| 6M | +4.9% | -16.4% | +21.4% | +7.0% |
| YTD | -17.8% | 0.0% | -17.8% | -18.9% |
| 1Y | -28.0% | +54.3% | -82.3% | -33.6% |
| 3Y | +36.0% | +230.7% | -194.7% | +12.3% |
| All | +91.4% | +113.1% | -21.6% | +57.0% |
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