+29.8%
ORCL vs PCG
+14.4%
+15.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.7% | -6.7% |
| 7D | -17.5% | 0.0% | -17.5% | -17.5% |
| 30D | -20.2% | +5.8% | -26.0% | -20.8% |
| 3M | -19.9% | -22.8% | +2.8% | -17.6% |
| 6M | -37.4% | -18.4% | -19.0% | -36.4% |
| YTD | -40.1% | -16.9% | -23.3% | -39.8% |
| 1Y | -53.4% | -17.6% | -35.8% | -53.0% |
| 3Y | +10.4% | -20.0% | +30.4% | +10.8% |
| 5Y | +29.8% | +16.0% | +13.8% | +15.7% |
| All | +29.8% | +14.4% | +15.4% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling