+24,538.0%
ORCL vs PEG
+2,889.6%
+21,648.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | -11.2% | -2.3% | -8.9% | -10.5% |
| 30D | -18.8% | +1.2% | -20.0% | -19.3% |
| 3M | -18.8% | -2.4% | -16.4% | -18.3% |
| 6M | -39.7% | -6.9% | -32.9% | -38.7% |
| YTD | -39.6% | -7.2% | -32.4% | -38.8% |
| 1Y | -51.7% | -8.9% | -42.9% | -50.8% |
| 3Y | +10.2% | +27.1% | -16.9% | -0.5% |
| 5Y | +30.8% | +33.8% | -3.0% | +14.9% |
| 10Y | +252.1% | +150.2% | +101.9% | +142.1% |
| All | +24,538.0% | +2,889.6% | +21,648.4% | +6,936.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling