-41.6%
ORCL vs PCAR
+11.3%
-52.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | +8.0% | +4.9% | +3.0% | +8.2% |
| 30D | -4.0% | -1.4% | -2.6% | -4.0% |
| 3M | -19.5% | -18.1% | -1.3% | -19.6% |
| 6M | -33.5% | -4.0% | -29.5% | -32.7% |
| YTD | -34.8% | -1.5% | -33.4% | -34.8% |
| 1Y | -41.6% | +13.2% | -54.8% | -40.3% |
| All | -41.6% | +11.3% | -52.9% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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