+251.6%
ORCL vs PCG
-77.2%
+328.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.1% |
| 7D | +0.5% | -1.1% | +1.5% | +0.6% |
| 30D | -15.3% | +0.1% | -15.4% | -15.3% |
| 3M | -18.2% | -24.4% | +6.2% | -16.9% |
| 6M | -38.4% | -17.7% | -20.8% | -37.9% |
| YTD | -37.7% | -17.4% | -20.3% | -37.3% |
| 1Y | -49.3% | -19.4% | -29.9% | -48.8% |
| 3Y | +10.6% | -18.6% | +29.2% | +11.2% |
| 5Y | +35.5% | +10.2% | +25.3% | +33.2% |
| 10Y | +251.6% | -76.7% | +328.3% | +253.4% |
| All | +251.6% | -77.2% | +328.8% | +253.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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