+33,471.1%
ORCL vs PCG
+103.4%
+33,367.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.4% | +0.6% | +2.8% |
| 7D | +5.3% | -13.9% | +19.1% | +6.7% |
| 30D | +10.0% | -16.9% | +26.8% | +11.9% |
| 3M | -32.6% | -14.7% | -17.8% | -31.7% |
| 6M | +4.9% | -23.8% | +28.8% | +7.5% |
| YTD | -17.8% | -10.5% | -7.3% | -17.5% |
| 1Y | -28.0% | -5.1% | -22.9% | -28.4% |
| 3Y | +36.0% | -11.6% | +47.6% | +35.7% |
| 5Y | +88.7% | +59.0% | +29.7% | +74.5% |
| 10Y | +346.9% | -75.7% | +422.6% | +361.5% |
| All | +33,471.1% | +103.4% | +33,367.8% | +15,408.2% |
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