-49.6%
ORCL vs PEG
-6.5%
-43.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.2% | +4.6% |
| 7D | +0.5% | +0.9% | -0.4% | +0.8% |
| 30D | -15.3% | +3.8% | -19.1% | -13.8% |
| 3M | -18.2% | +0.1% | -18.3% | -19.4% |
| 6M | -38.4% | -1.0% | -37.4% | -39.8% |
| YTD | -37.7% | -4.1% | -33.6% | -41.8% |
| All | -49.6% | -6.5% | -43.1% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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