+24,338.5%
ORCL vs PCG
+88.9%
+24,249.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.3% | -5.7% | -6.8% |
| 7D | -17.5% | 0.0% | -17.5% | -17.5% |
| 30D | -20.2% | +5.8% | -26.0% | -20.7% |
| 3M | -19.9% | -22.8% | +2.8% | -17.8% |
| 6M | -37.4% | -18.4% | -19.0% | -36.3% |
| YTD | -40.1% | -16.9% | -23.3% | -39.4% |
| 1Y | -53.4% | -17.6% | -35.8% | -52.8% |
| 3Y | +10.4% | -20.0% | +30.4% | +11.6% |
| 5Y | +29.8% | +16.0% | +13.8% | +24.7% |
| 10Y | +249.2% | -76.7% | +325.9% | +261.7% |
| All | +24,338.5% | +88.9% | +24,249.6% | +11,294.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling